April 16, 2026
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Articles
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Expats

13 Social Security Facts For 2026

In the spirit if the penultimate song in the Passover Haggadah, here is a fresh look at some key aspects of Social Security for US expats living in Israel. But first, if you’re new to life in Israel, check out our other helpful reads on moving abroad, cross-border finances, and tax-smart planning for expats: What…

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Blog

Keep up with our latest thoughts, updates, tips and case studies on expat finances.

April 17, 2026
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Case Studies
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Expats

Discovering the Retirement Account of a Deceased Spouse

We welcomed a new client who had moved back to Israel from the US after the passing of her husband. Morgan Stanley could no longer hold her Individual Retirement Account (IRA). We transferred this to Pershing, our primary custodian and began to manage the account. The couple had worked for over ten years in the…
April 17, 2026
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Case Studies
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Expats

The Tale of the Gold Bars

We welcomed a new client in 2025, who is a US citizen living in Israel, following the retirement of her 95-year old advisor. The majority of the assets are custodied with one of our current custodians, so no asset transfer was necessary. However, the client noted that she holds some physical gold bars in storage…
April 15, 2026
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Articles
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Expats

Kicked Out of Your US Brokerage Account? Here’s What You Can Do:

Can I continue to hold my US brokerage and retirement accounts once I leave the US to move overseas ? The good news is that in principle, not only can you keep your US brokerage account with a US bank or custodian, but in most circumstances it makes sense to do so, especially in the…
March 28, 2026
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Articles
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Expats

Can I Afford to Retire in Israel? – Key Questions, Answers and Insights Living in Israel as an American Immigrant

On February 25 Webinar we held a Webinar entitled “Can I Afford to Retire in Israel”. The panel consisted of Rifka Lebowitz– “Living Financially Stronger in Israel”, Marci and David Eskenazi- “The Aliyah Network”, alongside Norman Chait and Mike Reed of Nardis Advisors. Here is a summary of the issues that were most important to…
February 10, 2026
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Articles
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Expats

Living in Israel as an American Immigrant

I’m a U.S. citizen and investment advisor who spent 23 years in New York building a business, Nardis Advisors, that’s still proudly headquartered there. But in 2016, I made the move back to Israel for deeply personal and family reasons. This article isn’t about urging you to pack up and move tomorrow. It’s simply a…
January 29, 2026
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Articles
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Expats

Should You Worry About the Strong Shekel? A Financial Reality Check for Americans Making Aliyah

Money moves emotions, and nothing seems to stir those emotions more than exchange rates. Lately, many of my American clients eyeing a move to Israel, or preparing to transfer funds here, are alarmed by the shekel’s recent rally. A year ago, the dollar hovered around ₪3.60–3.70. Today, it’s near ₪3.09. That’s a 15% appreciation of…
January 5, 2026
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Articles
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Expats

What To Do When You Get Kicked Out of Your US Brokerage Account – 2026 Update

Let’s face it, no one likes being kicked out of the club or the popular group. Whether it was the cool kids’ lunch table or the popular country club, no one is a fan of being excluded. One area where this is happening more frequently in 2026 is for U.S. expats living abroad who are…
December 21, 2025
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Articles
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Expats

The Nardis 2025 Year-End Financial Check List For US Expats

As we close out 2025, it’s time to prepare your finances for the new year. For U.S. expats, whether you’re living in Israel, France, or anywhere else abroad, year-end is an ideal moment to reduce your tax burden, shore up compliance, and position your investments for 2026. But first, if you’re new to life in…
November 25, 2025
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The Dreidel

The Dreidel –November 2025 Edition

Dear fellow practitioners, CPAs, attorneys, and other professionals, welcome to the nineteenth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month Mike Reed discusses Qualified Charitable Contributions. On Required Minimum Distributions (RMDs): As 2025 comes to a close, many people with retirement accounts start thinking about Required…
November 7, 2025
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Articles
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Expats

Heading Into 2026: How the Strengthening Shekel Is Reshaping Life for American Olim

The cost of living in Israel has always been a key concern for American Olim. And as we move closer to 2026, many are feeling the effects of a major financial shift, one that could impact your daily spending, retirement planning, and overall financial wellbeing. Unlike the favorable trends of 2023, where the dollar was…
September 17, 2025
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Articles
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Case Studies
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Expats

Treatment of Inherited IRAs: A Guide for U.S. Expats

You’ve just inherited an Individual Retirement Account (IRA) from a loved one in the U.S., and while the asset itself is meaningful, what follows can feel like a maze of tax rules, distribution deadlines, and financial red tape. If you live abroad, the challenge is even greater. Suddenly, U.S. tax laws collide with foreign reporting…
September 9, 2025
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The Dreidel

The Dreidel –September 2025 Edition

Dear fellow practitioners, CPAs, attorneys, and other professionals, Welcome to the eighteenth edition of our “Dreidel” newsletter about planning and investment issues of US citizens living overseas. This month Mike Reed will again discuss retirement contributions, specifically the catch-up contributions in a 401K for people over 50. Starting in 2026 the rules for catch-up contributions…