“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...
Posted by Steven Margulin at 08:58 PM.
A little freebie for you—a trip packing list:
Pack_List.pdf
Posted by Steven Margulin at 12:50 PM.
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...
Posted by Steven Margulin at 02:48 PM.
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...
Posted by Steven Margulin at 03:13 PM.
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...
Posted by Steven Margulin at 07:23 AM.
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...
Posted by Steven Margulin at 07:19 AM.
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...
Posted by Steven Margulin at 07:16 AM.