Doug advises both senior parents and their adult children about how to begin the process of helping with the parents financial responsibilities in a respectful and sensitive manner.
Instead of rushing to spend/invest an inheritance, slow down and consider the options. There are many details involved in managing an inheritance, especially if it includes IRAs or other American accounts.
Doug explains what a REIT is and its potential benefits. If you are interested in the real estate market, make sure to tune in.
If you are interested in early retirement, there are TWO changes you should make in your investments to increase your chances of financial success.
Doug discusses early retirement. If you are interested in early retirement, there are two changes you should make in your investments to increase your chances of financial success.
Doug explores when it is OK for folks to stop saving and begin withdrawing from retirement accounts.
Doug shares what you, an investor with a foreign address, can do and what factors an investor should be taken into consideration.
Should investors pay more attention to the analysts predictions of what might happen or their own financial goals and dreams?
Doug shares some examples of investment scams and stresses the importance of maintaining a realistic view on the situation.
Discussing options for wills when someone has assets in both the U.S. and Israel, the advantages and limitations of each country’s will.
Doug believes we should take a big picture holistic approach to family finances, starting with our biggest asset- salary-when making financial plans.
Without knowing the fundamentals of finance, how can you determine who to listen to or what to do?
What choices are there for conservative investors? Should your investment portfolio include certificates of deposit (CDs)? Learn different ways to buy a CD.
Investors should always have a strategy. If you don’t want to build a diversified portfolio by yourself, work with a money manager to choose the well-diversified investments.
Discussing how the millennial generation can start investing by suggesting smart money habits that make investing money and decreasing debt both possible.
Be sure your investment decisions are within your comfort level. Investors shouldn’t lose sleep over their investments. Don’t let what MIGHT happen affect your decision making.
Whether combining accounts is something you want to do, or not, these 6 steps are still good for getting the marriage off on the right foot.
Doug offers examples of when splitting up a brokerage account is a good idea, and identifies when a joint account is desirable.
An investor's money choices should align with what they value in life. Explore how to realign thinking and make smarter investments based on personal values.
A major mistake new retirees make is failing to make a sound retirement budget. Here are some practical suggestions to find the ideal retirement budget and still reach your personal goals.