Tim Prosch discusses with Doug Goldstein, CFP®, cross-border financial advisor, his book The Other Talk. Many parents try to avoid the conversation about their final wishes. Tim explains why people avoid this topic and how to begin this important dialogue.
Saving for life’s milestones
Are you thinking about investing money for your kids so you can give them a milestone gift for graduation or a wedding?

Planning a milestone gift can be difficult for parents. Doug offers a smart way to invest in order to have enough cash at life’s milestones. Learn how to set up investments that you control so your child won’t have access to the money before the intended time. Avoid the common mistakes parents make when they invest in their kids’ futures. Doug covers some of those mistakes and has some useful strategies to use in planning gifts for the future.

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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]