Social Security: By the Numbers Social Security: By the Numbers To Buy or Not to Buy To Buy or Not to Buy Rightsizing for Retirement Rightsizing for Retirement

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 smargulin@cfiemail.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... 

 

Helpful Content

Safeguard Your Digital Estate

Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Password Protection Strategies

Password Protection Strategies

Simple steps may help you foil hackers and protect your privacy.

Inflation - Back to the Future

Inflation - Back to the Future

Even low inflation rates over an extended period of time can impact your finances in retirement.

 

To Catch a Thief

Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.

Systematic Withdrawals in Retirement - Clear and Wrong?

Taking regular, periodic withdrawals during retirement can be quite problematic.

A Primer on Irrevocable Life Insurance Trusts

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

Understanding Long-Term Care

Understanding the types of long-term-care services—and what those services could cost—may be critical.

Financial Strategies in a Post-DOMA World

The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy.

Options When Your CD Matures

Knowing your options when a CD matures can help you make a sound investment decision.

View all articles arrow

What Is My Current Net Worth?

Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

Estimate Your RMD

Help determine the required minimum distribution from an IRA or other qualified retirement plan.

Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Risk Tolerance?

This questionnaire will help determine your tolerance for investment risk.

How Much Home Can I Afford?

With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

View all calculators arrow

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

View all presentations arrow

The Rule of 72

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.

The Power of Compound Interest

Learn how to harness the power of compound interest for your investments.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

Acres of Diamonds

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?

When do you need a will? The answer is easy: right now.

View all videos arrow