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Will You Be Disadvantaged in Divorce Mediation if Your Spouse Has More Financial Knowledge and Control?
In his article, " Power Imbalance in Divorce Mediation: How Mediators Level the Playing Field ," San Diego Mediator Shawn Weber recommends parties hire a neutral financial specialist when one spouse feels disadvantaged because the other spouse has a higher level of financial knowledge and control. A financial specialist trained in divorce, such as a certified divorce financial analyst (CDFA®), gathers financial information from both parties regarding their assets, debts, inc
Laurie Itkin, CDFA
Feb 222 min read


Divorce and Equity Compensation 101
If you or your spouse earns restricted stock units or stock options as part of their compensation, make sure you know the basics before getting too far into the divorce process. In the Gray Divorce Podcast I begin by explaining what equity compensation actually is -- a form of payment where employees receive company stock or options in addition to salary and bonuses. These assets can include: Restricted Stock Units (RSUs) Incentive Stock Options (ISOs) Non-Qualified Stock O
Laurie Itkin, CDFA
Nov 10, 20251 min read


Child Support is Increasing for Most Affluent Families in California
Effective September 1, 2024, monthly child support payments will increase for most middle class and affluent families in California. In...
Laurie Itkin, CDFA
Jul 1, 20241 min read


Why I Love Investing in Treasury Bills
It's midway through 2024 and short term Treasury bills (those with a duration of less than 12 months) are one of the most exciting investments in my toolbox. Exotic? No. But they make me giddy because a nearly risk-free annual rate of return of over 5% seems almost too good to be true. Late last year I was able to purchase a 20-year Treasury bond with an interest rate of over 5%. I live in California where my marginal state tax rate is 9.3% (for those who earn more income tha
Laurie Itkin, CDFA
Jun 30, 20242 min read
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