Retirement Planning Today
If you would be interested in attending the next scheduled Retirement Planning Today® seminar, please contact us for details about the location and times: by phone at: (505) 345-6611 or (866) 551-6611 or: Send Steve an Email at firstname.lastname@example.org
Retirement Planning Today® Seminar at UNM in Albuquerque, Fall 2014
- Tuesday Classes: October 21st and October 28th
- Saturday Classes: October 18th and October 25th
Retirement Planning Today® Seminar at CNM West-side Community College in Albuquerque, Fall 2014
- Thursday Classes: October 16th and October 23rd
- Saturday Classes: November 1st and November 8th
Retirement Planning Today® An Educational Course for Adults
Steve Margulin will hold a Fall Retirement Planning Today® seminar at UNM Continuing Education Conference Center in Albuquerque. The address is 1634 University Blvd. NE.
The course is six hours long, broken into two sessions. You’ll need to attend both sessions to hear all of the information presented.
There are two separate classes… MORE...
The Economic Journey of Your Morning Coffee
Few contemplate the complex journey that brought their coffee from farm to kitchen table.
Can Group, Private Disability Policies Work Together?
Loss of income from disability has the potential to cause financial hardship. Disability insurance can help.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
However exciting retiring abroad may sound, it deserves considerable planning.
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator helps estimate your federal estate tax liability.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
Do you have causes that you want to support with donations? Here are three tips.
Learn how to harness the power of compound interest for your investments.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
When do you need a will? The answer is easy: right now.
How will you weather the ups and downs of the business cycle?