Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
What are Common Characteristics of Millionaires?
While everyone’s financial situation is unique, during my nearly three decades of preparing financial plans, I’ve noticed that millionaires tend to share similar characteristics.
Although correlation doesn’t prove causation, it may be interesting to review this list to see if cultivating these personality traits in yourself might increase your financial success. … Read more
Three Tips for Managing an Inheritance
Unsolicited Advice for Young Couples Getting Married
As I prepare for my youngest son’s marriage (mazal tov to him and his wonderful bride!), I can’t help but reflect about the hundreds of couples I’ve met over the years as a financial professional. I’d like to share some tips I’ve learned from watching financially successful marriages:
For newlyweds: What are you bringing into your marriage? … Read more
What Married Men Need to Know About Money
Avoid These Common Mistakes When You Receive an Inheritance
3 Financial Moves to Make Before the End of the Year
Estate Planning: What Happens to Your Money after You Die?
4 Times You Should Speak with a Financial Professional
Expecting an Inheritance? Here’s What You Need to Know?
Great News for Million+ Dollar Account Holders Who Need to Transfer Out
“Not only have I been a client of theirs forever,” a new client just told me. “I have a multi-million dollar account. Do they really want to lose my business?”
After my first conversation with this retiree who had both an IRA and brokerage account at Wells Fargo, he realized that being forced out of his existing account was a blessing in disguise…. Read more