financial planning

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.

Investment Review for First Quarter 2020

Investment Review for First Quarter 2020

How much can the world really change in just three months? The answer, as we’re learning now, is more than anyone could have imagined. In his 15-Minute Financial… Read More

Market Watch: Answers to This Week's Biggest Questions

Market Watch: Answers to This Week's Biggest Questions

John Gullo, Chief Investment Officer and Chief Operating Officer at Sanderson Wealth Management, answers some of our clients' biggest questions surrounding the… Read More

The SECURE Act: What You Need to Know

The SECURE Act: What You Need to Know

Signed into law in December 2019, the SECURE Act will significantly impact retirement, estate, and income tax planning strategies. Tim Domino outlines the important… Read More

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

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

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

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

An In-Depth Guide of Modern Trust Structures and Distributions

An In-Depth Guide of Modern Trust Structures and Distributions

A modern trust can play a pivotal role in your estate planning. However, not all trusts are created equal. Download our complimentary guide to learn about various… Read More

Investment Review for Third Quarter 2019

Investment Review for Third Quarter 2019

What do ongoing trade tensions, geopolitical instability, and central bank stimulus mean to your wealth? John Gullo, MBA, CFA, CFP, CIMA®, explains in his 15-Minute… Read More

Unprecedented Geopolitics and Economics

Unprecedented Geopolitics and Economics

As part of our WealthVantage series, John Gullo presented an update on the current geopolitical and economic environment that is facing investors and economies. Read More