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Pack This!

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

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Steve’s Vision

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 MORE...

Steve’s Resume

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 MORE...

News on Seminars and Our Annual Appreciation Event

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, MORE...

September 2007 Seminars

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. MORE...

Update From the Office

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 MORE...

Ghost Ranch, The Dodgers, and Philanthropy

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 MORE...

Recent Trip

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 MORE...

About

Steve Margulin has a true passion for financial and life planning. His expertise goes beyond merely preparing tax returns and choosing investments; he is an all-inclusive financial advisor who will manage all aspects of your financial life.


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