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2525 Blueberry Road
Suite 101
Anchorage, AK 99503

Sjodin and Associates

(907) 277-7277

 
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Our first priority is helping you take care of yourself and your family. We want to learn more about your personal situation, identify your dreams and goals, and understand your tolerance for risk. Long-term relationships that encourage open and honest communication have been the cornerstone of my foundation of success.

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Helpful Content

Emerging Market Opportunities

Emerging Market Opportunities

What are your options for investing in emerging markets?

RE: Retirement

RE: Retirement

How does your ideal retirement differ from reality, and what can we do to better align the two?

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

 

Insurance Needs Assessment: For Empty Nesters and Retirees

Do your insurance needs stay the same when the nest empties?

Choosing a Retirement Plan that Fits Your Business

To choose a plan, it’s important to ask yourself four key questions.

Revising Estate Strategy Assumptions

Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.

A Checklist for When a Spouse or Parent Passes

An overview of some fundamental steps when a loved one passes.

Lots of Variables with Fixed-Rate Mortgages

When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.

Inventorying Your Possessions

Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

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Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Exit Strategies of the Rich and Famous

Estate conservation is too important to put off. Do you have a smart exit strategy?

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Should You Ever Retire?

A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Real Cost of a Vacation Home

What if instead of buying that vacation home, you invested the money?

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations?

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