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...
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
The ABCs of Zero Coupon Bonds
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Simple steps may help you foil hackers and protect your privacy.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
It's important to make sure your retirement strategy anticipates health-care expenses.
Important as it is, Medicare does not cover the full range of health-care expenses you may experience in your golden years.
Tax preparation may be the perfect time to give the household budget a check-up.
A letter of instructions provides additional and more personal information regarding your estate.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator demonstrates the power of compound interest.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
How federal estate taxes work, plus estate management documents and tactics.
There are some key concepts to understand when investing for retirement
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
When do you need a will? The answer is easy: right now.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
There’s an alarming difference between perception and reality for current and future retirees.
If you died, what would happen to your email archives, social profiles and online accounts?
The decision whether to buy or rent a home may have long-term implications.
With alternative investments, it’s critical to sort through the complexity.