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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
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
The information contained in this article is for general educational purposes and should never be viewed as specific investment, tax, or legal advice. In January 2017 the Israeli government opened an account for every Israeli child under 18 (“חיסכון לכל ילד“). Since then, money has been deposited in to these accounts each month and all … Read more
Is my money safe in Israel? Is the best place to keep my savings in Israel or elsewhere? If I am making Aliyah, should my money be making Aliyah with me or stay right where it is? It is important to point out that making big financial decisions simply based on what is going on … 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. For a long time, savers had very little to be excited about. While inflation pressures and changing interest-rate environments have created challenges across many parts of our financial lives—investments, pensions, and day-to-day … Read more
Saving for a home is a difficult challenge. On the one hand, it can feel like housing prices never stop rising, while savings sitting in a bank account slowly lose value. On the other hand, those funds need to stay safe and liquid—the last thing you want is to miss the right opportunity. The truth … Read more
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