Jan 31, 2024
Taking Control of Your Finances or Partnering Up With Experts?
A Critical Decision for U.S. Expats Living in Israel!
Are you a DIY investor?
Curious about the benefits of working with a financial advisor?
Join Doug as he discusses the pros and cons of managing your own portfolio versus seeking professional...
Jan 25, 2024
Yosefa Uber, an expert accountant specializing in American taxes for residents of Israel, sits down with Doug to go over:
- Qualified Charitable Distributions (QCDs) allow you to donate money from your IRA directly to charity tax-free instead of taking required minimum distributions
- To qualify, the money must...
Jan 18, 2024
Doug discusses what it means to be a good steward of family wealth and how to pass on your financial legacy to future generations. He provides advice for teaching children financial responsibility from a young age and bringing adult children into important financial discussions.
Key points:
- The importance of...
Jan 11, 2024
Are you an American living abroad, specifically in Israel, facing difficulties with US brokerage firms terminating your accounts?
Join Doug Goldstein, licensed in both the US and Israel, as he sheds light on this ongoing issue and provides expert advice.
Discover why compliance with international regulations...
Jan 4, 2024
Doug discusses the myth that it is illegal for people who move to Israel or inherit money from the U.S. to keep their investments in American accounts. He explains why this myth exists and how it can actually be beneficial to maintain U.S. investments after making Aliyah or receiving an inheritance.
A few key...