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 2023 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
We have been getting a lot of questions lately around financial safety. Is my money safe in Israel? Where 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 … 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. You probably have heard the news by now. Inflation is high across the world and interest rates are rising, fast. While many of our financial “buckets” have hit some large bumps in … Read more
The information contained in this article is for educational purposes only and should never be viewed as specific investment, tax, or legal advice. Securities mentioned in this article should not be viewed as recommendations. Saving for a house is a difficult challenge. On the one hand it feels like housing prices never stop going up … 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