Photo Credit: courtesy
Doug Goldstein

Doug Goldstein, CFP® and director of Profile Investment Services Ltd., and Alice Finn, wealth management expert, discuss how the world of finance isn’t just a man’s world. Alice shares her desire to educate women about investing. She offers her opinion about why women tend to shy away from financial decisions and how they can change their thinking.

Stop and think before you spend that inheritance

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Doug has a free resource called ‘How Quickly You Should Invest the Money You Inherit.’
Receiving an inheritance isn’t always easy. This piece tells you what your really need to know. To read the full piece, download the free PDF file in today’s show notes on the Goldstein on Gelt website.

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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. Doug’s newest book, co-authored with Susan Polgar, about using chess strategies to improve your finances, Rich As A King can be purchased at www.richasaking.com. 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 doug@profile-financial.com