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

How to Claim an Inheritance from Abroad
inherited ira

If you’ve ever tried to claim an inheritance from abroad, you know the confusion can feel overwhelming. While the deceased may have meant for you to be an heir, the funds don’t magically end up in your account. You’ve got to deal with quite a lot of paperwork and plenty of notarized signatures…. Read more

Do you want steady income from your dollar deposits?

While some people set up their investment portfolio in order to grow their bottom line, others want their investments to provide a steady income.  If you want your dollar deposits to provide income, take the following three steps:
#1. Create an “income oriented” financial plan
Look at the overall economy when creating your financial plan…. Read more

Should You Have Bonds in Your Investment Portfolio?
Bonds in investment portfolio

The past few weeks I’ve written a lot about bonds and considered whether bonds should be in your investment portfolio.  Many people love the income and relative safety bonds provide, but other people hate them.  It’s important to understand why investors love and hate bonds.
Predictable interest rate
LOVE: Folks who despise uncertainty buy bonds because of the “fixed income” schedule…. Read more

Are You Getting High Interest Rates on Your Dollar Deposits?
High interest rates

Do you remember the good old days of getting high interest rates on your dollar deposits?
Remember when you used to look forward to getting your monthly statement because the high interest earned made a substantial difference in your bottom line. This doesn’t necessarily only have to be a memory of the past – you can still get high interest on dollar deposits if you know where to shop…. Read more

Want to Boost Your Monthly Investment Income?
Boost monthly investment income

Last week I wrote about a widow who wanted to boost monthly investment income she received from her portfolio. If you missed the column, here’s the bottom line: Consider bonds. (Click here to read the article).
What’s the easiest way to buy bonds?
“Isn’t there an easy way for me to get monthly income from my portfolio… kind of like a pension?” my client inquired…. Read more

How To Squeeze More Dollars Out Of Your Investments
Increase investment income

A recent widow in her seventies came into my office in Jerusalem for an initial meeting on how to increase her investment income. She said that the $25,000 per year from her portfolio and pensions was simply not enough income to maintain her lifestyle.
The pension stopped – Oy!
Her husband’s pensions stopped when he died,… Read more