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 email@example.com
Retirement Planning Today® Seminar at UNM in Albuquerque, Fall 2013
- Thursday Classes: October 3rd and October 10th
- Saturday Classes: October 26th and November 2nd
Retirement Planning Today® Seminar at CNM in Albuquerque, Spring 2013
- Tuesday Classes: October 1st and October 8th
- Saturday Classes: October 5th and October 12th
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...
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Universal Life Insurance
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
How long does a $20 bill last?
Is your estate in order? This short quiz may help you assess your overall strategy.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the total cost in today's dollars of various mortgage alternatives.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares the financial impact of leasing versus buying an automobile.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
Do you have causes that you want to support with donations? Here's three tips.
Women are great at multi-tasking. But many drop the ball when preparing for retirement.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Understanding the cycle of investing may help you avoid easy pitfalls.
What does your home really cost?
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?