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Our Best 21 Israel Financial Planning Tools

The best financial planning starts with the best tools. So we spent years creating calculators that answer our clients’ and students’ burning questions. Life is dynamic. PDF reports just don’t cut it any more. Instead, it is extremely empowering to know that you can update your own financial plan by changing some inputs in a … Read more

How to transfer your money out of Israel

Disclaimer: Nothing in this article should be considered financial advice. We always recommend conducting independent research before making any financial decisions. We do not work for or have any affiliation with any of the services mentioned in this guide. One of our most popular articles “Ranking the best options for exchanging currency” has helped thousands … Read more

Simple solutions Olim should know about

Navigating multiple financial systems effectively has always been a challenge to contend with for those of us who move to Israel. The good news is that innovation and competition are leading to simpler and more cost-effective solutions to some of the common money-management obstacles many of us Olim face. Advancements in financial technology are making … Read more

Ranking the best options for exchanging currency

Whether you have international income, maintain savings or investments abroad, receive the occasional gift from outside Israel, or are preparing for Aliyah, saving on currency exchange can really add up. In this article, we’ll analyze some of the best options available to Olim and how they compare. If you are looking to transfer money out … Read more

How to use Revolut to save money before and after Aliyah

This article is for general educational purposes only and should not be viewed as legal, tax, or investment advice. Revolut may not be the right platform for you and we always recommend conducting independent research before making any financial decisions. I do not work for or have any affiliation with Revolut. Revolut is a mobile … Read more

How to manage your exchange rate risk

Currency rates are often top of mind for many people in Israel. For those of us with income and/or savings outside the country, there’s a real concern that the shekel could continue to strengthen, reducing the value of our assets held abroad. American retirees in Israel who rely on low-risk retirement savings and Social Security … Read more

Interactive Brokers (IBKR)- All your questions answered

Disclaimer: Nothing in this article should be considered legal, tax, or investment advice. Interactive Brokers may not be the right platform for you and we always recommend conducting independent research before making any financial decisions. I do not work for or have any affiliation with IBKR. Interactive Brokers (IBKR) is one of the largest online … Read more

The best US credit and debit cards to keep after Aliyah

This post is for general educational purposes only and should not be viewed as a recommendation of any product or service. Making Aliyah does not mean you should cut all financial ties with the US. US based platforms will often offer better features, incentives, and customer service than Israeli ones with significantly lower fees. Keeping … Read more