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Doug Goldstein, CFP® and director of Profile Investment Services Ltd., has identified five warning signs that a widow may not be making the best financial decisions. He created a free resource that outlines the areas family/friends should be concerned about after a spousal loss. Not only does Doug highlight problem areas, he advises on how to gently support your loved one in this difficult stage in life. To download the resource titled Do You Recognize the 5 Warning Signs a Widow is Going Broke?, look for the link on today’s show notes on The Goldstein on Gelt website..

Doug is creating an online course!

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Doug and his team are putting together an online financial course. If you are interested in the course, make sure you are signed up for the Goldstein on Gelt newsletter. Stay tuned for more updates as they become available.

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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