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Doug Goldstein's Profile Perspectives

    Profile Perspectives: Cross-Border Confidence: How to Take Charge of Your Finances Today

    Cross-border investing requires a deeper understanding of how each country’s tax laws apply to your situation.

    DG’s Profile Perspectives: Trying to Time the Market? Here’s Why It’s a Losing Game

    Imagine a pilot landing a plane in the middle of a storm—no instruments, no navigation, just a gut feeling. That’s not just reckless; it’s dangerous. Yet, many investors approach the stock market the same way—acting on emotions, news headlines, or a sudden hunch that now is the perfect time to buy or sell.

    Doug Goldstein’s Profile Perspectives: Invest in Israel’s Future: The Benefits of Donating Appreciated Stock

    By carefully selecting and timing your donations of appreciated stock, you aren’t just managing wealth—you’re aligning your financial decisions with the values of tzedakah and community support.

    Profile Perspectives: Your Blueprint for Financial Independence in Retirement

    While the goal is to enjoy your golden years with freedom and comfort, reaching that goal requires thoughtful preparation. Here are some suggestions...

    DG’S Profile Perspectives: Smart Tax Moves: Keep More of Your U.S. Investment Gains

    Most investors hate selling at a loss, but sometimes, losing money can actually help you save on taxes.

    DG’s Profile Perspectives: How to Manage Aging Parents’ Finances Without Family Conflicts

    Waiting until a crisis hits is a recipe for stress, bad decisions, and family drama. Let’s get ahead of that before your next family gathering turns into a courtroom.

    Navigate U.S. Investments Abroad: Key Strategies for Expats in Israel

    This article explores solutions tailored to help expats manage their U.S. portfolios effectively, including tips on maintaining compliance and making timely decisions.

    Profile Perspectives: Avoiding Tax Traps: Cross-Border Investment Tips for Americans in Israel

    If you're an American living in Israel, you probably already know that managing your overseas investments and retirement accounts can feel like walking through a minefield; with the right guidance, you can turn complexity into opportunity, and make sure you're on track to meet your financial goals.

    Profile Perspectives: Tips to Fit Israeli Investments into U.S. Portfolios

    For those seeking a diversified approach, Exchange Traded Funds (ETFs) provide a smart solution

    DG’s Profile Perspectives: The #1 Investment Mistake: Not Being Ready When It Counts

    The best investment opportunities don’t arrive with flashing neon signs. They appear when markets are shaky, headlines scream uncertainty, and most investors hesitate.

    Profile Perspectives: Retiring with Dignity and Financial Security

    Here are essential strategies to help you retire comfortably without unnecessary financial stress.

    Doug Goldstein’s Profile Perspectives: Protect Your Early Retirement: 4 Mistakes to Avoid

    Early retirement promises freedom, but it requires careful planning, clear communication, and a solid understanding of the unique challenges

    Profile Perspectives: Smarter Strategies for a Richer Retirement

    A client in his seventies recently sat across from me, voicing a worry that many retirees share: “I don’t have enough retirement income.” After...

    Stay One Step Ahead: Unlocking the Secrets of U.S. Inheritances in Israel

    Managing cross-border inheritances isn’t just about receiving assets; you must navigate the legal and tax systems of both Israel and the US

    Escape the Tax Trap: Clever Ways to Cut U.S. Capital Gains Taxes from Israel!

    Providing strategies for managing U.S. capital gains taxes while living in Israel, tailored for high-net-worth investors.

    Doug Goldstein’s Profile Perspectives: How to Strengthen Your Financial Future as a Couple

    Money can often feel like a taboo subject, leading many to avoid critical conversations. However, avoiding financial discussions can lead to misunderstandings, missed opportunities, and financial strain.

    Profile Perspectives: Smart Steps in Stormy Markets

    Our portfolios may appear as numbers on a screen, but they’re deeply connected to our lives, our emotions, and our sense of security. When the world feels uncertain, those feelings can magnify, making it harder to think clearly.

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    Printed from: https://www.jewishpress.com/blogs/doug-goldstein-profile-perspectives/profile-perspectives-cross-border-confidence-how-to-take-charge-of-your-finances-today/2024/11/07/

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