Blog | theoptionslady

Laurie Itkin, CDFA

Oct 18, 20203 min read

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...

Laurie Itkin, CDFA

Aug 24, 20203 min read

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.

Laurie Itkin, CDFA

Aug 20, 20201 min read

Fear the Stock Market Will Crash if a Democrat Wins the White House?

I have clients, friends and colleagues who fear that if Joe Biden is elected our country's president, the U.S. stock market will crash....

Laurie Itkin, CDFA

Aug 19, 20201 min read

Did You Lose Money or Make Money During the Stock Market Crash of 2020?

Were you one of the people who lost money during the stock market crash or did you make money? How will you prepare for the next crash?

Laurie Itkin, CDFA

Aug 16, 20203 min read

If You Can Follow a Cake Recipe You Can Understand Investing

If you can follow a recipe to bake a cake, you can follow a recipe for building wealth. To build a "cake of wealth" you need 3 ingredients.

Laurie Itkin, CDFA

Jul 31, 20201 min read

How to Financially Prepare for a California Divorce

Whether you are the spouse who initiates divorce or the one who has been blindsided by it, you will need to make financial decisions....

Laurie Itkin, CDFA

Jul 9, 20202 min read

Financial Abuse During Marriage Can Impact Divorce Negotiations

Are you a victim of financial abuse in your marriage? Gaining a sense of control over your finances helps you prepare for divorce.

Laurie Itkin, CDFA

Jan 27, 20202 min read

In Divorce Mediation or Considering It? Four Reasons You Want a Mediation Money Mentor

Four reasons to use Mediation Money Mentor when using a mediator to get divorced in California.