Laurie Itkin, CDFA
My Advice on How to Invest $100,000 for Retirement if You are Avoiding Stocks
I was quoted in U.S. News and World Report about how to invest a lump sum of $100,000 for retirement. I offered the advice in November...
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Laurie Itkin, CDFA
- Jun 23, 2022
- 1 min
Afraid You'll Invest in the Stock Market Right Before it Crashes?
The stock market took quite a tumble in 2022. You may have wished you had sold everything in your 401k or IRA in 2021 when the market was...
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Laurie Itkin, CDFA
- May 14, 2022
- 7 min
Eight Questions That Must Be Answered if You Want to Keep the House in a Divorce
There are eight questions that must be answered if you want to keep the house in divorce.
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Laurie Itkin, CDFA
- Dec 8, 2021
- 5 min
You are Not Selfish or Greedy by Requesting a Pre-Nup or Post-Nup
Divorcing parties in California often spend thousands of dollars on certified divorce financial analysts like me or even more on forensic...
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Laurie Itkin, CDFA
- Nov 28, 2021
- 2 min
How Much Social Security You Will Receive After a Divorce
If you were the lower-earning spouse during your marriage, you need to develop a strategy for when and how to claim social security after...
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Laurie Itkin, CDFA
- Oct 18, 2021
- 2 min
Who Keeps the House in a Divorce?
Have you ever looked at Redfin or Zillow and smiled with amazement at how much the price of your home has appreciated over the past...
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Laurie Itkin, CDFA
- Oct 3, 2021
- 3 min
A Prenuptial or Postnuptial Agreement Can Limit Spousal Support and Reduce Fights Over Money
Prenuptial and postnuptial agreements are not just for the rich! Ensure You Don't Jeopardize Your Financial Future as a Stay-at-Home...
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Laurie Itkin, CDFA
- Sep 1, 2021
- 1 min
Reduce Fights with Your Ex-Spouse Over Children's Expenses
It's common for divorced parents to share expenses for their children. Unfortunately, it can be tedious to track expenses and downright...
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Laurie Itkin, CDFA
- Aug 28, 2021
- 3 min
How Not to Mess Up Retirement Account Division When Divorcing
Are all retirement accounts divided 50/50 in a divorce? In California, if you can identify and calculate the portion of your account that...
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Laurie Itkin, CDFA
- May 17, 2021
- 2 min
How to Complete the Financial Disclosures in a California Divorce (FL-142 and FL-150)
Whether you divorce on your own or by engaging the services of a mediator or attorney, you and your spouse will most likely be required...
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Laurie Itkin, CDFA
- May 1, 2021
- 3 min
Sex Addiction and Divorce
I have worked on over 250 divorce cases in California and have heard many reasons why a spouse wants a divorce. In my experience, these...
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Laurie Itkin, CDFA
- Feb 28, 2021
- 3 min
How to Eliminate the High Cost of Discovery in your Divorce
If you have never been through a divorce, you may not understand what "discovery" means, how much time is involved, what a hassle it is,...
226 views0 comments
Laurie Itkin, CDFA
- Feb 21, 2021
- 2 min
Planning on Divorcing Your High-Conflict Personality Spouse?
When we are infatuated with a new love interest, it is difficult to notice or acknowledge when he or she exhibits high-conflict...
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Laurie Itkin, CDFA
- Feb 18, 2021
- 1 min
What Every Woman Needs to Know About Money and Marriage
Did you work early in your marriage and then take time off to become a stay-at-home parent? Did you start to delegate certain financial...
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Laurie Itkin, CDFA
- Dec 18, 2020
- 2 min
4 Tips for a Financially-Secure Future After Divorce
A TD Ameritrade survey found that half the people who had gone through divorce worried if they would have enough money to retire. My...
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Laurie Itkin, CDFA
- Nov 29, 2020
- 2 min
Wondering How Much Social Security You Will Get After Divorce?
If you were not the primary breadwinner during your marriage your social security benefits when you reach your 60's may be very...
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Laurie Itkin, CDFA
- Nov 23, 2020
- 2 min
Will Using a Mediator Work When Divorcing a Narcissist?
Although your first instinct may be to hire a lawyer who is a "shark," you can divorce a narcissist through mediation assuming your...
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Laurie Itkin, CDFA
- Nov 20, 2020
- 1 min
How to Divide One Spouse's 401(k) Fairly in Divorce
Some of the most challenging types of assets to divide in divorce are retirement accounts. One common example is the 401(k) account. A...
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Laurie Itkin, CDFA
- Oct 18, 2020
- 3 min
How To "Borrow" Money From Your IRA
I manage individual retirement accounts (IRAs) for many clients throughout the country. Most of the IRAs I manage are traditional or...
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Laurie Itkin, CDFA
- Aug 24, 2020
- 3 min
All Female Speakers for Real Estate and Stock Marketing Investing Online Expo September 18-19, 2020
Investing has been a male dominated world. it's time for that to change. The mission of the Wize Women Expo is to help women build wealth.
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