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.

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

Video: Starting the Conversation on End-of-Life Planning

Video: Starting the Conversation on End-of-Life Planning

As part of our WealthVantage series, Justin Sanderson and Tim Domino share their thoughts on end-of-life planning. We also invite you to download a complimentary… Read More

When Your Child Turns 18

When Your Child Turns 18

Having your child turn 18 is a major milestone. It also changes your legal role and responsibility for their decisions. John Gullo discusses the important documents… Read More

Back to School – Understanding the Permissible Uses of Your 529 Plan Funds

Back to School – Understanding the Permissible Uses of Your 529 Plan Funds

Whether your student is entering kindergarten or starting senior year of college, the rising cost of higher education is always on your mind. Timothy Domino… Read More