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I get it… pension is a really boring topic! But for the overwhelming majority of Israelis, it is also your most important investment account. And just a little bit of effort can lead to hundreds of thousands of additional NIS at retirement. So don’t delay this any longer. Work through these three steps now, and … Read more
For US citizens living in Israel, parents have a new decision to make. Trump Accounts are a newly created type of traditional IRA for minors, owned by the child and managed by an adult, created as part of President Trump’s 2025 One Big Beautiful Bill Act. Should we take advantage of these new accounts and … Read more
Everyone loves a good rule of thumb. It makes it so easy to compare your situation to a clear benchmark. The goal of this guide is to help you understand and apply some of the most common financial rules of thumb—and to see how they may differ for those of us living in Israel. Important: … Read more
Be The Bank (BTB Israel) is an investment platform we get asked about all the time. With so few easy-to-use investment platforms in NIS, is this the one you should be using? This guide is designed to help you understand how it works, the pros and cons, and where it may or may not fit … Read more
A Roth IRA is an incredible US retirement account that lets you invest every year and watch your money grow — completely tax-free — for life. It’s easy to manage, can be opened with little to no fees, and offers powerful long-term benefits. But what happens if you make Aliyah? Will Israel agree that it … Read more
These formative years are a key time for developing your young adult’s financial skills. Teaching them to save & invest while also being able to spend efficiently can have a profound impact on their future. This guide lays out the practical options available in Israel for helping your teens hone in on these important skills. … Read more
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 be stuck. The goal of this guide is to walk you … Read more
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
Thank you to Yaacov Rothman for the inspiration and several of the ideas behind this letter. You can find Yaacov’s 2025 update to his letter to his wife, here (Hebrew). While I generalized some numbers and removed some detail, I tried to share as much information from of my own personal letter as possible. Please … Read more
You work hard for your money, your money should be working hard for you. If you are able to earn more than you spend, the next step is to take a proactive approach to managing your money. The goal of this article is to guide you through a simple process for optimizing your finances and … Read more