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...
DG’s Profile Perspectives: How to Handle a U.S. Inheritance Without Regret
The best financial plans aren’t just about returns. They’re about aligning your money with your values and your future.
DG’s Profile Perspectives: Make U.S. Investments Work for You—Even from Israel!
Protect your loved ones by organizing your estate—before life takes you by surprise.
DG’s Profile Perspectives: The Estate Planning Mistake Americans in Israel Often Miss
Estate planning isn’t about checking a box. It’s about making sure the boxes talk to each other. And when your financial life crosses international borders, things get trickier than many people realize.
DG’s Profile Perspectives: What One Retired Woman Taught Me About Letting Go of Financial...
“Can we make this easier?”
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
DG’s Profile Perspectives :Don’t Blow Your Inheritance: Smart Moves to Make It Work for...
Don’t Let the Tax Man Take More Than His Share
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.
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...
Profile Perspectives: From Chaos to Clarity: Crafting Your Financial Legacy Binder
What is a Financial Legacy Binder?
Profile Perspectives: Tired of the Hustle? Discover When Enough is Truly Enough
Success and Burnout: Recognizing the Signs
DG’s Profile Perspectives: Silence Isn’t Golden: Why Families in Israel Must Talk About Their...
There’s an old saying: “What you don’t know can’t hurt you.”
But when it comes to your money—especially U.S. brokerage and retirement accounts—that couldn’t be further from the truth.
DG’s Profile Perspectives: How to Keep More of Your Investment Gains
--AND Avoid Tax Surprises!
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.
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.
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
DG’s Profile Perspectives: Don’t Let Your U.S. Brokerage Account Freeze After Aliya
Planning ahead can make all the difference. Know your cash flow needs and give some thought to when and how you’ll convert dollars to shekels.
DG’s Profile Perspectives: Before You Buy That Apartment, Ask Yourself This
Considering Buying a Property in Israel?
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.
DG’s Profile Perspectives: How to Know When to Stop Investing and Enjoy Life
My retirement plan is to find a time machine and go back to when things were cheaper.
Profile Perspectives: Retiring with Dignity and Financial Security
Here are essential strategies to help you retire comfortably without unnecessary financial stress.
Financial Intimacy: Strengthening Your Relationship Through Open Communication
Managing U.S. investments from Israel doesn’t have to feel overwhelming.
DG’s Profile Perspectives: How Retirees in Israel Align Values with Their Investments
A strong portfolio doesn’t just deliver income—it reflects your identity. When your financial plan matches your values and risk tolerance, you're far more likely to stay the course during uncertain times.
DG’s Profile Perspectives: Steps to a Fulfilling and Worry-Free Retirement
“The question isn’t at what age I want to retire, it’s at what income.”
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.
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
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.
Doug Goldstein’s Profile Perspectives: Navigating Financial Stress for Americans Investing Abroad
I invested in the stock market and all I got was this nervous breakdown.
Profile Perspectives: Avoid the Liquidity Trap: Keep Cash Flowing in Retirement
What’s a Liquidity Trap, and How Does It Happen?
DG’s Profile Perspectives: A Better Way to Handle Market Drops from Israel
Markets go up and down. That’s normal. But your financial plan should stay grounded in the long-term future you believe in.
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