Jim Sandberg Insurance - (407) 913-4815

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Articles

Business

  • Choosing a Business Continuation Plan
  • Qualified Plans
  • Deferred Compensation

Insurance

  • Determining Your Life Insurance Coverage Needs
  • What is Permanent Life Insurance?
  • What is Term Life Insurance?

College

  • The Increasing Cost of Education
  • College Funding Investment Alternatives
  • Section 529: College Savings Plans

Retirement

  • Basics of Retirement Planning
  • Living Expenses in Retirement
  • Calculating Social Security
  • Retiring at an Early Age
  • Traditional and Roth IRAs - Which Is Right For You?
  • Qualified Plans

Consumer Finance

  • Using Credit Cards Wisely
  • Mortgage Basics
  • Life After Debt

Finances

  • An Introduction to Budgeting
  • Selling Your Home
  • Your Personal Financial Statements

Investments

  • Using Mutual Funds in Your Portfolio
  • The Importance of Asset Allocation
  • What is a Variable Annuity?
  • What is a Qualified Annuity?
  • Managing Your Assets

Tax

  • Taxation on the Sale of a Home
  • Taking the Mystery Out of Capital Gains
  • Gift Tax Fundamentals
  • Tax Aspects of Working at Home

Estate Planning

  • Charitable Remainder Trusts
  • A Will That Meets Your Needs
  • Use of Living Trusts
  • Gift Giving Strategies
  • A Living Will
This web site may contain concepts that have legal, accounting and tax implications. It is not intended to provide legal, accounting or tax advice. You may wish to consult a competent attorney, tax advisor, or accountant.