• 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…
  • 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…
  • July 31, 2025
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    • Articles
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    • Case Studies
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    • Expats
    What Happens When Someone Living Overseas Inherits Money From A Relative Who Lived In The US?
    Sometimes, what should bring peace of mind often begins with paperwork, policy gaps, and long-distance uncertainty. I’ve had many clients reach out in a moment of both grief and doubt. They’ve just lost a loved one in the U.S., and along with that emotional weight comes a new question they weren’t prepared for: What do…
  • June 19, 2025
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    • Case Studies
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    • Expats
    How I Got Back to Israel
    Everyone is asking so I will share my experience. Had just finished my annual Camino de Santiago hike in Spain (this year 165 km English Camino and Finisterre) , and was on the plane back from Madrid. An hour before landing we are informed we are being re-routed to Athens. Upon landing everyone opens their…
  • January 13, 2019
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    • Case Studies
    How Nardis Advisors Addresses The Financial Complications Arising From a Divorce
    Summary Divorce is a complicated and emotional process, and while we at Nardis Advisors focus on the financial aspects (including the division of assets) we aim to be cognizant of the client’s mindset in order to make the process an easier one. We recommend reaching out to us as early as possible in the divorce process….
  • January 7, 2019
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    • Case Studies
    How Nardis Advisors Addresses the Financial Complications Faced by U.S Expats​
    Summary What does one do when you are no longer a resident in the United States and your US brokerage firm informs you that they can no longer service your account? Nardis Advisors specializes in providing clients with alternative solutions for their investment accounts. Case 1: The Problem J. spent over 40 years living a comfortable…
  • January 3, 2019
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    • Case Studies
    How Nardis Advisors Guides Americans Living in the UK to be Tax Wise
    The Challenge A couple from Chicago decided to relocate to London in 2010. For the first seven years living in the UK they paid taxes on their US investments solely in the USA. This was in line with British tax law which grants exemption on foreign investments to residents who are non UK citizens. When…

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