Doug Goldstein, CFP®, discusses with Sarah Li-Cain, a financial writer, how to invest money with your individual goals and values in mind. An investor’s money choices should align with what they value in life. Sarah and Doug explore how to realign thinking and make smarter investments based on personal values. If your spending habits and investments don’t help you meet your goals, then it’s time to re-evaluate.

What should you do if you inherit money from the United States?

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Doug has some basic questions an investor should ask a cross border money manager when they inherit money (es

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Douglas Goldstein, CFP®, is the director of Profile Investment Services, Ltd, a financial planning and investment services firm specializing in working with Americans living in Israel who have investment accounts in America. He is a licensed financial professional both in the U.S. and Israel. Securities offered through Portfolio Resources Group, Inc., Member FINRA, SIPC, MSRB, FSI. Accounts held at Pershing LLC., Member NYSE/SIPC, a subsidiary of The Bank of New York Mellon Corporation. Neither Profile nor PRG gives tax or legal advice. Before immigrating to Israel, it is advisable to consult with a tax attorney who is knowledgeable about Israeli law. Contact at [email protected]