Personal Finance
Financial Planning: When to Merge Assets in a Second Marriage
Making financial decisions as part of a second marriage can be tricky. Recently I was helping a woman who had remarried and was looking for advice on how to handle her new financial situation. Second marriages, where each spouse brings assets, debts, and children with them, need to be managed with sensitivity…. Read more
Will Your Investments Help You Realize Your Dreams?
What is the goal of your investment portfolio? Do your investments just serve you, or do they have a broader reach? Many investors’ ultimate goal is to create wealth that will enable them to meet personal financial goals and make a lasting impact on the world. If this describes you,… Read more
One of the Most Common Side Effects of Receiving an Inheritance: Anxiety
Is There a Better Way to Monitor Financial Success than Measuring Your Net Worth?
3 Steps to Picking the Right Financial Professional
Do You Know the Most Important Number on Your Statement?
Should I Invest Through My Israeli Bank or U.S. Brokerage Firm?
What’s the Best Tool for Making Money in Your Portfolio?
Do You Want to Avoid Extra Taxes on Your Investments?
Cross-border investment and pension planning can be very complicated, and wrong decisions can cost you extra in taxes. Recently, I participated in a meeting with a pension advisor and a shared client. The pension advisor suggested certain programs for the client that would save him Israeli tax and build up his pension in Israel…. Read more