Moving to Israel

This woman traveling overseas may need to familiarize herself with the basics of investing abroad, many of which are discussed in this article.

A guide to investing abroad (where and without excess taxes) for US expats

Here are some thoughts about investing abroad for US expats, Americans living abroad, and others who may be moving overseas. This guide may teach you what kinds of accounts you can use, based upon where you live, and your citizenship. Pay careful attention because knowing this information may help you reduce unwanted taxes. Before we …

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This post talks about the dollar vs. shekel exchange rate and what it means for expats.

What the strengthening dollar vs shekel means for US expats in 2022

The current market and economic focus has been on higher interest rates, higher inflation and the sell-off in stock and bonds. One thing that has been overlooked is the stronger dollar vs shekel, what it means for those who hold Israeli shekels, many of whom are expats or Americans living abroad. Before we get started, …

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Global investing has its own set of unique challenges including questions about Americans abroad owning non-US domiciled funds.

Should Americans abroad own non-US domiciled funds?

Welcome to 2022. We believe this is going to be a year where many different geopolitical, economic, market and health outcomes are possible. That makes it a good time to assess the various risk factors that affect us all, including the question of whether Americans abroad should own funds that are not domiciled in the US. We’ll …

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In this blog we discuss year end financial planning tips for US citizens living abroad.

Year-end financial planning for US citizens living abroad

Here are some  things to consider regarding financial planning for year end for US citizens living abroad.  2021 ending on an unsettling note As we end 2021, we are beset with many challenges; first and foremost, one’s health and well-being. The new Omicron variant has created much uncertainty. At the time of writing, my impression …

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This blog is about immigrating to Israel and the tips you should know if making Aliyah or moving back to Israel.

Immigrating to Israel: expat finance tips & more!

Immigrating to Israel is a transition that encompasses many touch points – financial, psychological, cultural, lifestyle, etc.  Here are some thoughts for those of you who intend to make Aliyah (immigrate to Israel), or those of you who are Israeli-born US expat citizens who plan to move back to Israel (Toshavim Hozrim). Before we get started, if you …

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5 things I like about being a financial advisor for expats

Being a financial advisor for expats is a challenging, exciting and rewarding profession. Here are five reasons why.  Five reasons being an expat financial advisor is great! #1 The opportunity to deal with complex situations It seems like being a financial advisor for expats, every day there is something new. Here are a few examples …

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