The Inheritance Book

What you need to know about receiving and investing an inheritance from the U.S. when you live in Israel
  • As a cross-border investment expert, Doug draws on over 25 years of experience in the financial world to explain in simple language
  • what paperwork you need to gather in order to claim an inheritance,
  • the process of moving accounts into an heir’s name, and
  • how to invest the assets in order to build wealth.

Five must-have checklists simplify the process…. Read more

The Retirement Planning Book

The easy-to-understand, must-read book if you want to retire comfortably

Whether you’re already retired or want to retire someday, The Retirement Planning Book gives you practical tips for how to plan a financially comfortable retirement.

The Retirement Planning Book was a Finalist in Best Senior Living Awards 2017 Read more

Rich As A King

How the Wisdom of Chess Can Make You a Grandmaster of Investing

BY GRANDMASTER SUSAN POLGAR & DOUGLAS GOLDSTEIN, CFP®

Apply winning chess strategies to your personal finance, investing, and money management. Rich As A King is not just another personal finance book nor just another chess book. It is the first book to incorporate chess strategies into creating personal financial success.
Rich As A King draws on the core strategies of grandmaster-level chess players and teaches you how their skills can guide you towards financial growth. The concepts addressed in the book include strategy,… Read more

Building Wealth In Israel

A Guide to International Investments and Financial Planning

How come some people make it and others don’t? Doug presents a solid overview of practical strategies for achieving financial success in the Israeli market. Written in an easy-to-understand manner, Doug teaches you how to get your financial houses in order and how to create, step-by-step, long-term plans for your wealth. Included is a special guest chapter on taxation by Leon Harris, CPA®, International Tax Partner, Ernst & Young, Israel…. Read more

The Expatriate’s Guide to Handling Money and Taxes

What Americans Living Outside the U.S.A. Need to Know about Investing and Filing Taxes

Learn about the benefits of having an American investment account when you live abroad and an expat’s obligations to the American government. Discover solutions to money problems caused by FATCA and the Patriot Act…. Read more