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Doug Goldstein's Profile Perspectives

    Profile Perspectives: Retiring with Dignity and Financial Security

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

    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.

    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: 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: 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.

    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: 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.

    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.

    Create a Steady Income Stream: The Power of U.S. Dividend ETFs for Expats

    Fully optimize your U.S. investments while living in Israel, you need to take steps that ensure your portfolio is performing at its best.

    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: 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 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.

    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.

    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.

    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: 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.

    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.

    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: 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.

    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

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