Read Doug’s articles originally printed in The Jerusalem Post.

How to Build Financial Goals Together as a Couple
How to Build Financial Goals Together as a Couple

Imagine you’re on a long road trip with a buddy. Both drivers need to agree on the destination, determine when they’ll make pit stops, and keep the car running smoothly. The same principle applies to managing your finances. You and your spouse need to agree on your goals, strategies, and tactics…. Read more

Simplifying Your Cross-Border Inheritance: A Beneficiary’s Guide
Navigating International Trusts

Imagine receiving a notification that you are named as a beneficiary in a will or trust from a relative abroad. Initially, it seems like a windfall, but what comes next? The intricacies of managing cross-border trusts can turn an expected gain into a complex financial headache. This issue is especially pronounced for heirs who are dual citizens and live outside of America. … Read more

Navigating the 10-Year Rule for Inherited IRAs
Navigating the 10-Year Rule for Inherited IRAs

If you inherited an IRA account, take steps to avoid costly mistakes. 
An Individual Retirement Account (IRA) allows money to grow tax-deferred in America, until the funds are withdrawn. When the account owner passes away and the IRA is inherited by a non-spouse beneficiary, the heir must take mandatory distributions, which are taxable…. Read more

Should You Keep Inherited Stocks or Sell Them and Reinvest?

Inheriting a stock portfolio presents a significant financial opportunity as well as a challenge. Should you keep the stocks you inherit, or sell them and replace them with investments that are more suitable to your financial goals and risk tolerance? 
Many people hesitate to sell inherited assets due to emotional ties,… Read more

Adult Siblings Unite to Help Aging Parents
Adult Siblings Unite to Help Aging Parents

Are you and your siblings united by the need to manage your aging parents’ finances? As parents age, the transition of financial duties to their children can seem daunting, and many parents are reluctant to cede control. However, embracing this shift with respect and kindness can significantly stabilize future financial well-being and foster stronger family ties. … Read more

Stress Less: Transform Your Investment Approach Today
Stress Less: Transform Your Investment Approach Today

Do you often find yourself stressed about your investments? If so, you’re not alone. Many investors grapple with the anxiety of managing their portfolios. Consider strategies you can use to lower that stress. 
Understanding Market Fluctuations 
Investors who want to avoid stress frequently seek refuge in low-risk options like bank deposits,… Read more

How to Avoid Emotional Financial Mistakes

Have you ever felt a knot in your stomach when making a financial decision? Or perhaps an overwhelming sense of excitement? These reactions are more common than you might think. Unfortunately, they can also lead to costly money mistakes. Behavioral finance, a field that examines the psychology behind investment decisions, sheds light on why we make bad mistakes and how to avoid them. … Read more

Do You Want More Income from Your Investments?
Do You Want More Income from Your Investments?

Are you worried about outliving your money? You’re not alone. Many retirees face the daunting challenge of ensuring their savings can cover their retirement expenses. One investment tool that can help boost your income is the dividend ETF
Understanding Dividends and ETFs 
Exchange-Traded Funds (ETFs) are baskets of investments,… Read more

Tax-Efficient Philanthropy Means You Can Give More
Tax-Efficient Philanthropy

To make a meaningful difference with your charitable giving, you need more than good intentions – you need a strategy. Aligning donations with your core values not only gives you a sense of fulfillment but also ensures that your contributions have the greatest impact. Creating a philanthropic strategy helps you maximize the effectiveness of your charitable efforts. … Read more

Navigating Estate Planning in Blended Families
Navigating Estate Planning in Blended Families

Worried about your spouse’s financial security after you’re gone? You’re not alone. Many share this concern but don’t know how to translate their concern to action. A well-crafted estate plan offers peace of mind and stability for your loved ones. While an updated will guides asset distribution after your death (until 120!),… Read more