What you need to know about receiving and investing an inheritance from the U.S. when you live in Israel
As a cross-border investment expert, Doug draws on over 25 years of experience in the financial world to explain in simple language what paperwork you need to gather in order to claim an inheritance, the process of moving accounts into an heir’s name, and how to invest the assets in order to build wealth. Five must-have checklists simplify the process…. Read More
How the Wisdom of Chess Can Make You a Grandmaster of Investing
BY GRANDMASTER SUSAN POLGAR & DOUGLAS GOLDSTEIN, CFP®
Apply winning chess strategies to your personal finance, investing, and money management. Rich As A King is not just another personal finance book nor just another chess book. It is the first book to incorporate chess strategies into creating personal financial success.
Rich As A King draws on the core strategies of grandmaster-level chess players and teaches you how their skills can guide you towards financial growth…. Read More
The easy-to-understand, must-read book if you want to retire comfortably
Whether you’re already retired or want to retire someday, The Retirement Planning Book gives you practical tips for how to plan a financially comfortable retirement.
The Retirement Planning Book was a Finalist in Best Senior Living Awards 2017… Read More
A Guide to International Investments and Financial Planning
How come some people make it and others don’t? Doug presents a solid overview of practical strategies for achieving financial success in the Israeli market. Written in an easy-to-understand manner, Doug teaches you how to get your financial houses in order and how to create, step-by-step, long-term plans for your wealth. Included is a special guest chapter on taxation by Leon Harris,… Read More
What Americans Living Outside the U.S.A. Need to Know about Investing and Filing Taxes
Learn about the benefits of having an American investment account when you live abroad and an expat’s obligations to the American government. Discover solutions to money problems caused by FATCA and the Patriot Act…. Read More