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IN THIS ISSUE
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Decision That Earned Woman $130,000
| | Amazon Best Seller in Three Categories | | Lunch & Learn: Double $5,000 in Ten Years | |
Recommended Articles
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Money Management and Coaching Services
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Hello, this is Laurie Itkin. I'm the founder of
financial advisor and money manager with
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One Quick Decision Earned This Woman $130,000
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Evelyn Bayna stopped me after yoga class last week to tell me an inspring story.Twenty-five years ago when she left her job and got married, she had $10,000 saved in her 401(k). She and her new husband, John (pictured 25 years ago at their wedding), agreed that instead of cashing it out, she would roll it into an IRA.
Although she never added new money to the IRA, she certainly didn't forget about it. She invested in mutual funds and reallocated the money between funds once every two or three years. As a scientist, she was familiar with the biotech industry, so she initially put a third in biotech stocks, a third in international/emerging country stocks, and a third in a diversified basket of U.S stocks. Today her account is worth nearly $140,000. If she had made the decision to cash it out, after taxes and penalties she would have been left with around $6,000. If you are ever in the situation when you think your 401(k) is so small that it doesn't matter if you take the cash, remember Evelyn. To learn how you can achieve what Evelyn did, sign up for one-on-one coaching. |
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Amazon Best Seller In Three Categories
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After reaching Amazon best-seller status in two investing categories: stocks and options, I requested Amazon reclassify my book in the personal finance category so it could have a broader reach. Within days, my book became an Amazon best-seller in a third category: budgeting & money management.
 I did not use any marketing or free book give-away gimmicks to achieve this status. I owe it to my Facebook, Linked In and Twitter followers who found value in the book and are sharing that with their social networks.Thank you everyone for spreading the message of financial empowerment.To order, click here. |
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Lunch Seminar: How To Double or Triple $5,000 in 10 Years
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Have $5,000 in cash in a checking or savings account or mutual funds in an old 401(k) or 403(b)? What are you doing with it? Are you happy with the rate it is growing?
Register for my next lunchtime seminar on Tues, July 15 at Hera Hub Sorrento Mesa at 12:15pm. We'll discuss several ways you can turn that $5,000 into $10,000, $15,000, or even $20,000 over ten years. Some strategies require little effort and risk, while others require a commitment to add a small amount of money every month -- as little as $50. For more information click here. Space is limited and registration is required.
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Money Management and Coaching Services
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I manage clients' money and build investment portfolios as a financial advisor at Coastwise Capital Group. Over the past five years, Coastwise has won "Best Financial Advisor" and "Best in Client Satisfaction Wealth Manager" in a variety of polls.
For individuals and couples with less than $200,000 in assets, I provide one-on-one coaching through The Options Lady on how to build a diversified portfolio, manage your own money in an online brokerage account, and buy and sell stocks, exchange-traded funds, and mutual funds. I also teach the conservative options strategies presented in my book.You can start investing with as little as $5,000. I work with remote clients using screen-sharing tools.
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