The issue of comparative cost of living in Israel is highly specific to each of us – and depends on many factors such as earnings power, spending habits and so on. Some of the issues are of perception. It is often quoted that Tel Aviv is one of the most expensive cities in the …
How does the cost of living in Israel measure up vs. the US? Read More »
Date: Tuesday, May 30th Time: 7 pm Israel, 12 noon eastern Moving to Israel from the US brings with it a host of estate planning questions. Do I need a will? Where does the will need to be written? What country must Powers of Attorney be held in? Should I set up a trust? How do I set up a …
Estate Planning for US Citizens Living in Israel – All you need to know in 60 minutes Read More »
We have been asked this question many times, especially by US citizens living in Israel who have assets in the US: “Can I use a US power of attorney in Israel?” Some are getting on in years and want to make sure that family members can look after their affairs, when they are no longer …
Can one use a US Power of Attorney in Israel, (and vice versa)? Read More »
As financial advisors to US expats in Israel, we often get questions about how to transfer money internationally. Our guidance may apply to expats or Americans abroad who have relocated to many different countries. But first, we’ve written these blogs about moving to and living in Israel which you may enjoy. Immigrating to Israel A …
What you need to know about transferring money internationally Read More »
People have asked us whether they can keep their US bank accounts and brokerage accounts while living abroad. Getting your accounts closed is a real risk – so here’s what you need to know about brokerage accounts for non-US residents. Let’s divide our response into two separate parts: US citizens living abroad, and; Non-U.S. citizens …
What expats need to know about Brokerage Accounts for non-US residents Read More »
The latest version of the SECURE Act, creatively named “SECURE Act 2.0”, brought with it many retirement changes for Americans, each accompanied by advantages and disadvantages. What does it mean, though, for Americans abroad? Should US expats be taking advantage of all the provisions the Act has to offer? Here’s why we’re not sure that …
Why US Expats should look before they leap into a Roth 401k Read More »
The United States takes a dim view on citizens who try to avoid taxes and/or hide assets overseas. These laws were formulated primarily to clamp down on criminal activity, for example drug dealers, tax avoiders and terrorists. Nevertheless, ordinary citizens sometime find themselves impacted for non-compliance regarding reporting of foreign assets. Yes, you can be …
Compliance with reporting of foreign assets: tips for US expats to avoid stress Read More »
This blog will cover the basics about Medicare for expats. This is useful for expats leaving the US and looking to live abroad. Enrolling in Medicare from abroad can be a challenge, a decision that creates many questions regarding the proper coverage and plan type. How do you know where to start? For the purposes …
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 helping resolve the financial issues faced by US expats. Before we get started discussing our case studies on US expat financial …
How Nardis Advisors Addresses the Financial Complications Faced by U.S Expats Read More »
This expat case study talks about how a tax issue was resolved for two Americans living in the UK. Before we get started, we are financial advisors serving US expats, with a focus on Israel. We’ve written these blogs on expat finance that you may wish to read: Expat investing tips A guide to retiring …
How Nardis Advisors Guides Americans Living in the UK to be Tax Wise Read More »
The financial implications of expat divorce can be far reaching. In this case study, we discuss the steps taken to resolve the financial complexities faced by a divorcing US expat couple in Israel. We’ll talk about what expat divorce is, the challenges faced, and how these issues were resolved. Before we get started, we have …
Here are two recent cases revealing the challenging personal and financial circumstances expats tends to face. These Israel expat case studies may be pertinent for some of your clients – and if so, then please feel free to give us a call. Moving to Israel The person is a recent widow who is a US …
Contact us today to find out how we can provide guidance. Ask us anything.
E: nchait@nardisadvisors.com
NARDIS ADVISORS LLC
A registered Investment Advisor
2023 Nardis Advisors. All rights reserved.
Contact us today to find out how we can provide guidance. Ask us anything.
T: +1 (914) 997 0403
E: nchait@nardisadvisors.com
NARDIS ADVISORS LLC
A registered Investment Advisor
2022 Nardis Advisors. All rights reserved.
