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
Retirement Planning Today® Seminar at UNM in Albuquerque, Fall 2012
Retirement Planning Today® Seminar at CNM in Albuquerque, Fall 2012
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...
Helpful Content
What to Look for in a Long-Term-Care Policy
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Estimating the Cost of College
This worksheet can help you estimate the costs of a four-year college program.
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
A Look at Whole Life Insurance
Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.
And the Executor Is
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
Understanding Long-Term Care
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
View all articles
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
My Retirement Savings
Estimate how long your retirement savings may last using various monthly cash flow rates.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
How Compound Interest Works
Use this calculator to better see the potential impact of compound interest on an asset.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
View all calculators
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
View all presentations
Choosing a Mortgage
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Events on Wall Street
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
Women and Retirement
Women are great at multi-tasking. But many drop the ball when preparing for retirement
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Raise Your Retirement Income
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.