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 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...
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Password Protection Strategies
Simple steps may help you foil hackers and protect your privacy.
Inflation - Back to the Future
Even low inflation rates over an extended period of time can impact your finances in retirement.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.
Knowing your options when a CD matures can help you make a sound investment decision.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Estimate your monthly and annual income from various IRA types.
This calculator can help determine whether it makes sense to refinance your mortgage.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
How federal estate taxes work, plus estate management documents and tactics.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
Learn how to harness the power of compound interest for your investments.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Are you ready for retirement? Here are five words you should consider.
In life it often happens that the answers are right in our own back yards. This may be particularly true of investing.
When do you need a will? The answer is easy: right now.