The financial world is complex and ever-changing. At Sanderson, we believe our role isn’t just to advise clients on what to do with their money—it’s also to empower them with the knowledge to make informed decisions that enhance their lives. We hope you find the following resources insightful and helpful.

Federal Tax Limits Guide 2020

Federal Tax Limits Guide 2020

Download Sanderson Wealth Management’s complimentary resource, Annual Federal Limits Relating to Tax and Financial Planning 2020. Read More

Best Financial Questions 2019

Best Financial Questions 2019

You asked. We answer. Justin Sanderson, Tim Domino, and John Gullo dive into a few of the most frequently asked financial questions from the past year. Read More

Video: A Decade in Review

Video: A Decade in Review

John Sanderson from Sanderson Wealth Management summarizes the top financial stories of the 2010s. Read More

Favorite Insights from 2020 Heckerling Institute on Estate Planning

Favorite Insights from 2020 Heckerling Institute on Estate Planning

Sanderson Wealth Management shares key takeaways from the 54th Annual Heckerling Institute on Estate Planning. Read More

Help With Your Prescription Co-Pays – NYS EPIC Drug Coverage

Help With Your Prescription Co-Pays – NYS EPIC Drug Coverage

For many older adults and their families, paying for healthcare costs can feel overwhelming. Karen Nicpon discusses how New York Sate’s EPIC program can help some… Read More

Key Takeaways From the IRS’s New Guidance on Cryptocurrency

Key Takeaways From the IRS’s New Guidance on Cryptocurrency

Cryptocurrency has real value – and also real tax implications. Karen Nicpon explains the IRS’s latest guidance for investing, earning income, and donating with… Read More

Investment Review for Fourth Quarter 2019

Investment Review for Fourth Quarter 2019

It can be difficult to keep track of all the financial stories over the course of a year – let alone a decade. John Gullo summarizes the takeaways of the 2010s in… Read More

Spreading Holiday Cheer

Spreading Holiday Cheer

‘Tis the season to give back. Continuing a firm tradition, Sanderson donated Christmas gifts to a Buffalo-area family. Read More

Using Qualified Charitable Distributions

Using Qualified Charitable Distributions

If you have a set-it-and-forget-it approach to your 401(k), you may be missing out. Learn strategies for maximizing your retirement savings at various points of… Read More

Maximizing Your 401(k)

Maximizing Your 401(k)

If you have a set-it-and-forget-it approach to your 401(k), you may be missing out. Learn strategies for maximizing your retirement savings at various points of… Read More