Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
The Downside of Leaving Your Children an Inheritance
Important: Keep in Mind this Advice when Writing a Will
When clients prepare their estates, they often ask me advice when writing a will. I’m a good person to consult with, since my office frequently deals with the practical side of a will. In other words, when clients pass away, their heirs approach us since we’re the ones who actually help them get hold of their inheritances. … Read more
Why Your Investments Must Be Different from Your Parents’ Portfolio
How to Make Money in an IRA
When the Dollar Drops, How Important Is Currency Diversification?
Do you feel worse off when the dollar drops against the shekel? Though some people love to guess future currency moves, watch out for the trap of making a big bet on one currency. A dual citizen, residing in one country and keeping assets in another, should consider currency diversification.
What funds are best for me?… Read more
The Best Way to Fix a Financial Mistake Without Losing Too Much Money
Everyone makes mistakes. What separates the winners from everyone else is how they fix their mistakes.
When playing chess, it’s easy to make the wrong move. If you notice your mistake while the game is on, you can choose one of three responses:
- Ignore it and keep on playing.
Four Things to Do After Receiving an Inheritance
Why Getting an Inheritance Doesn’t Always Make You Rich
Should Your Financial Planner Wish You a Long Life?
For a financial planner, it’s critical to know clients’ assets and cash flow to arrange investments to best meet financial goals. But the most important figure to really make accurate financial plans is the “end date” of the plan.
Immortality
The only reliable life expectancy calculator is owned and maintained by The One Above…. Read more