“I am proud to be an American. Although I can be just as proud if I paid half as much in taxes.”
—Arthur Godfrey

Steve Margulin, who, in addition to being a financial advisor, is also a CPA… MORE...

A little freebie for you—a trip packing list:
Pack_List.pdf

Tuesday, October 30, 2007

Today, I’d like to tell you something about my vision as a financial advisor and life coach.

First of all, I encourage you, as my client, to delegate the financial details of your life to me… MORE...

Thursday, July 24, 2008

Because I believe in full disclosure and want you, as my future client, to know as much about me as possible before we commit to an on-going professional relationship, I am posting my resume for you… MORE...

Thursday, September 13, 2007

I am really pleased by the response we are receiving to our “Retirement Planning Today” seminars at Central NM Community College Workforce Training Center. We are having two sections of two classes each, as we usually… MORE...

August 10, 2007 News on “Retirement Planning Today®” Seminars

Here’s some information on my (Steve Margulin’s) next Retirement Planning Today® seminar. The location will be Central New Mexico Community College Workforce Training Center, 5600 Eagle Rock Ave. NE in Albuquerque,… MORE...

Thursday, August 2, 2007

It’s been a busy three weeks since I wrote last.

One of the fun things I did was go to an Albuquerque Isotopes luncheon with Tommy Lasorda. That was great getting to see him and… MORE...

Tuesday, July 10, 2007

Last Friday I gave a talk at a seminar at Ghost Ranch in Abiquiu, NM on the financial aspects of mid-life changes. The attendees ranged in age from the mid 50s to the late 60s. It… MORE...

Tuesday, June 26, 2007

I returned from a week’s vacation on Sunday, a real vacation, not a working one. My wife, Iris, and I flew to California, visited her family in Napa Valley, and enjoyed the fruits of my labor.… MORE...