How to claim assets after a loved one’s passing

How can you make sure you receive your inheritance? Learn about Transfer Certificates with CFP Douglas Goldstein.Douglas Goldstein, 10/11/2018, 10:12 PM

Behind the scenes of opening a U.S. brokerage account

If you are an American living in Israel, learn how you might benefit from having a U.S. brokerage account, even though you live in Israel.Douglas Goldstein, 10/5/2018, 1:15 AM

The difference between an American and Israeli Power of Attorney

Why do you need a Power of Attorney?Douglas Goldstein, 10/3/2018, 6:52 AM

What happens to your assets if you die without a will?

Is your will up to date and does it reflect your real wishes?Douglas Goldstein, 9/14/2018, 2:43 AM

Is trading stocks a good way to get rich?

What do you know about stock trading?Douglas Goldstein, 9/6/2018, 6:41 AM

Americans living abroad? You should choose the best funds

Choose a mutual fund that is right for you.Douglas Goldstein, 8/22/2018, 4:15 AM

This is the time to make a break-even move in your investments

Doug reviews what an investor needs to consider when purchasing an ETF, and why this investment may benefit American expats.Douglas Goldstein, 8/15/2018, 12:44 AM

How will you identify the best investment opportunity for you?

8 tips for making smart stock choices.Douglas Goldstein, 8/3/2018, 1:15 AM

Life expectancy rises, our retirement pension decreases

How can you plan retirement for someone who may live to 100?Douglas Goldstein, 7/31/2018, 2:13 AM

Is the widow in your life going broke?

How can you help someone who may be embarrassed by their financial situation?Douglas Goldstein, 7/27/2018, 12:45 AM

Protect your investments from hackers

10 steps to protect your investments.Douglas Goldstein, 7/19/2018, 11:46 PM

Do dual citizens need separate wills for each citizenship?

Should I create an Israeli will, an American will, or both?Douglas Goldstein, 7/16/2018, 10:51 PM

Should Americans in Israel keep their U.S. investments?

Why you might want to open a U.S. brokerage account even though you don’t live in America.Douglas Goldstein, 7/13/2018, 1:43 AM

Happy marriage? Do it right financially

Top ten tips for handling money in order to create a happy marriage.Douglas Goldstein, 7/5/2018, 11:32 PM

Does financial thinking lead to a successful relationship?

How to improve your financial communication with wour spouse.Douglas Goldstein, 7/4/2018, 5:15 AM

How can you achieve financial success?

The three steps to financial success.Douglas Goldstein, 6/28/2018, 11:28 PM

What's the connection between Monte Carlo and your investment?

What is a Monte Carlo simulation? How can it affect your money?Douglas Goldstein, 6/15/2018, 2:12 AM

Gender investment: Why men and women invest differently?

Are financial priorities different for men and women?Douglas Goldstein, 6/13/2018, 10:30 PM

How do you invest for growth?

Are you interested in creating a growth-oriented portfolio?Douglas Goldstein, 6/8/2018, 6:50 AM

The double burden of American citizens living in Israel

American citizens living in Israel means dual tax compliance, including filing the FBAR.Douglas Goldstein, 6/1/2018, 2:15 AM

How to raise financially independent children

Are your children financially independent?Douglas Goldstein, 5/25/2018, 2:42 AM

Should I create an Israeli will or an American will?

Do dual citizens need separate wills for each citizenship?Douglas Goldstein, 5/24/2018, 1:13 AM

Why are banks concerned about anti-money-laundering rules?

How American expatriates are affected by anti-money-laundering rules.Douglas Goldstein, 5/18/2018, 1:15 AM

Why are banks concerned about anti-money-laundering rules?

How American expatriates are affected by anti-money-laundering rules.Douglas Goldstein, 5/11/2018, 3:43 AM

Why U.S. expats should hire an American CPA

Even Americans living abroad need to file U.S. taxes. Here’s what you need to knowDouglas Goldstein, 5/4/2018, 1:45 AM

I got divorced. How will this affect my finances?

Can you be financially prepared for a divorce? Can you divorce yourself from your - or your ex's - financial baggage?Douglas Goldstein, 4/27/2018, 2:54 PM

What are the risks of PFICs for an American who lives in Israel?

PFIC, Passive Foreign Investment Companies, may mean higher taxes for Americans. Do your Israeli investments qualify as PFICs?Douglas Goldstein, 4/20/2018, 6:34 PM

How does the global economy impact individual investors?

How can investors best prepare for the ripple effect to reach their portfolio?Douglas Goldstein, 4/13/2018, 4:46 AM

Should you listen to asset allocation rules?

Asset allocation rules aren’t black and white.Douglas Goldstein, 3/30/2018, 2:12 AM

Should you be ready for inflation?

Is the global savings glut coming to an end and bringing with it increased inflation?Doug Goldstein, 3/23/2018, 7:02 AM

Should you hunt for the highest dividend paying stock?

Where can you find a high-quality dividend?Douglas Goldstein, 3/21/2018, 6:53 AM

Should you be scared of a market bubble?

Is it possible to predict market bubbles?Douglas Goldstein, 3/14/2018, 7:00 AM

Can money buy happiness?

If you’re spending money the “right” way, can money buy happiness?Douglas Goldstein, 3/7/2018, 3:44 AM

Investments not for men only

What does it take to become a powerhouse investor?Douglas Goldstein, 2/27/2018, 6:57 AM

Do shareholders have a voice?

The growing voice of shareholders in the corporate world.Douglas Goldstein, 2/26/2018, 2:14 AM

Are you a Millennial who needs financial help?

Why do Millennials face unique financial challenges?Douglas Goldstein, 2/22/2018, 9:39 PM

How to get on the millionaire track

What does it take to become a millionaire?Douglas Goldstein, 2/20/2018, 3:46 AM

Don’t underestimate the power of cash flow

How to keep a steady cash flow coming in, even after retirement.Doug Goldstein, 2/12/2018, 11:54 PM

Is owning gold considered 'wealth insurance?'

How does gold compare to other investments?Douglas Goldstein, 2/9/2018, 6:15 AM

The economic problem that American citizens of Israel don't know

Why are PFICs a problem for Americans in Israel?Doug Goldstein, 2/6/2018, 9:28 AM

How can your debts be considered good?

How debt may actually be in your best interest.Doug Goldstein, 2/2/2018, 3:15 AM

How can family culture improve financial communication?

How a positive family culture can build a strong family business.Douglas Goldstein, 1/30/2018, 3:15 AM

How to choose the best stocks without falling in the market

Become your own personal stock picker.Doug Goldstein, 1/26/2018, 5:13 AM

Will your savings today be enough to sustain you in the future?

Do you know what your retirement income will be?Douglas Goldstein, 1/23/2018, 7:48 AM

What is the connection between our money and demography?

How demographics will influence the economy and investing.Douglas Goldstein, 1/19/2018, 7:01 AM

Who are you: The reckless investor or the calculated banker?

What’s driving your investment decisions? A diverse education can affect your investments.Douglas Goldstein, 1/15/2018, 4:16 AM

Are investments also suitable for people with a weak character?

Do the financial markets ignore the individual investor?Douglas Goldstein, 1/11/2018, 6:54 PM

How do I make my money do more?

Top down investing is driven by data and an understanding of the markets.Douglas Goldstein, 1/9/2018, 3:42 AM

Is overconfidence good or bad?

Look at the big picture in your financial planningDouglas Goldstein, 1/4/2018, 9:46 PM

Strategic Integrated Investment - Who Needs It Anyway?

What are the various investment strategies an investor can use during financial planning?Douglas Goldstein, 1/2/2018, 9:00 PM

Cross-border money - How does it work?

The unusual request American Olim are getting from their U.S. brokerage firms.Douglas Goldstein, 12/29/2017, 6:55 AM

Will taxes change for American citizens abroad?

American Citizens Abroad is fighting to make the tax burden on American citizens living abroad easier.Douglas Goldstein, 12/26/2017, 6:50 AM

Is currency devaluation a legitimate fear?

The difference between a financial bubble and inflation.Douglas Goldstein, 12/22/2017, 3:27 PM

What is the best investment strategy for you?

Yariv Haim discusses two investment strategies: Evidence-based investing and contrarian investing.Doug Goldstein, 12/20/2017, 2:16 AM

A brief history of Bitcoin

Why Bitcoin and cybercurrencies could change the way societies manage currencies.Douglas Goldstein, 12/15/2017, 7:00 AM

Does your retirement plan ready you for any situation?

Make sure your financial plan accounts for what you don't want to happen.Douglas Goldstein, 12/14/2017, 2:16 AM

Get Clarity in Your Financial Planning

What's the First Question You Should Ask Your Financial Planner?Douglas Goldstein, 12/8/2017, 12:29 PM