One of the most dangerous words in personal finance is “inertia”. Making a change is hard, making a change is scary. Procrastinating these decisions indefinitely always seems like the easier choice. But it doesn’t have to be that way – you don’t need to feel stuck. The goal of this guide is to walk you … Read more
You probably have heard by now, dual US-Israeli citizenship can bring a lot of tax headaches to the table. For “mixed couples” – where one spouse is a US citizen while the other isn’t – it can be even more complicated. The goal of this guide to present some of the important aspects of financial … Read more
Welcome to your one-stop shop for everything you need to know about Keren Hishtalmut. Keren Hishtalmut (KH) is a great tax-free investment account, available to many employees (at the employer’s discretion) and to all self-employed individuals. Contribute the maximum you can to it (though read on for self-employed US citizens). Optimize your fees, think carefully … Read more
This article is based on a paper by Nick Maggiulli of Virtus Investment Partners. Past performance is not indicative of future results. This is not investment advice, is for general purposes only, and does not take into account your individual needs, investment objectives and specific financial circumstances. Let’s say you want to invest and can … Read more
The information contained in this article is for general educational purposes and should never be viewed as specific investment, tax, or legal advice. Since starting this blog I have received many interesting questions regarding the financial issues Olim deal with. One of the questions I have received from multiple different readers centers around what to … Read more
The information contained in this article is for general educational purposes and should never be viewed as specific investment, tax, or legal advice. I often hear from Olim and potential Olim who are very keen on quickly moving their investments out of US and into the “Israeli markets”. There is a strong and admirable desire … Read more
The information contained in this article is for general educational purposes and should never be viewed as specific investment, tax, or legal advice. Currency rates are often on a lot of people’s minds here in Israel. For those of us with income and/or savings outside of Israel, there is real fear that the shekel could … Read more