Read Doug’s articles originally printed in The Jerusalem Post.
Profile Perspectives
Proper financial planning can change your relationship with money.
Cash: Is It the Most Important Part of Your Investment Portfolio?
For decades, as a financial planner, I have helped clients set up their investment portfolios with the most important part being the emergency fund. In fact, on many occasions I have written here and spoken on The Goldstein On Gelt Show about putting aside three- to six-months’ worth of spending in an easily accessible,… Read more
Risk: Too Little Is as Bad as Too Much
What’s the Right Reaction to a Drop in the Stock Market
How to Protect Yourself in a Volatile Market
Are You Too Scared to Invest
Great News If You Take Distributions from Your IRA
Many of my clients have Individual Retirement Accounts (IRAs) in America. These special accounts allow them to invest in stock, bonds, ETFs (exchange traded funds), bank deposits (CD’s), and more, and not have to pay U.S. tax on the earnings.
When do I pay U.S. tax on my IRA?
When people withdraw money from a regular IRA,… Read more
Don’t Leave Tax-Loss Harvesting to the End of the Year
Want Help Understanding and Organizing your Money?
Are Foreign Investments Good for Your Retirement Portfolio?
New IRA Regulations: How Will They Affect You?
If you’re an American who moved to Israel and left your Individual Retirement Account (IRA) in America, get ready for important changes, some of which could help you out.
If having an address in Israel is creating a problem with your IRA, please contact Sandy in my office (sandy@profile-financial.com) to see what easy solutions are available to you. … Read more