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Doug Goldstein

Doug Goldstein, CFP® and director of Profile Investment Services, Ltd., advises dual citizens on how to keep their money in the U.S. Some brokerage firms are reluctant to hold accounts for people without American addresses. When that letter comes, don’t panic! There are solutions. Doug shares what you an investor with a foreign address can do, and what factors an investor should be taken into consideration.

What do Gen X and Y want from a financial planner?

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Katie Brewer, CFP ® and president of Your Richest Life, specializes in helping Generation X and Y investors. Doug and Katie compare what the difference between the challenges retirees face and retired investors and the difficulties Gen X and Y investors have. Investment styles change with an investor’s age, life experience, and needs. Katie explains the importance of goal setting and open money communication within relationships.

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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
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