Retirees Fired by Their Brokers in America
If you were asked to move your money out of your brokerage firm, be reassured you that you aren’t alone. This financial break-up is happening to many people without American addresses. Here’s what you should do.
Do you want steady income from your dollar deposits?
Is your investment goal to receive a steady income from dollar deposits? If so, take these 3 steps to help you reach your goal.
Should You Have Bonds in Your Investment Portfolio?
Many people love the income and relative safety bonds provide, but other people hate them. It’s important to understand why investors love and hate bonds. Should you have bonds in your investment portfolio?
Are You Getting High Interest Rates on Your Dollar Deposits?
The good old days of getting high interest rates on your dollar deposits may be coming back. Consider the pros and cons of investing in bonds as opposed to FDIC insured CDs.
Want to Boost Your Monthly Investment Income?
One way to boost monthly investment income is using bond funds. There are different types of bonds funds, read more to learn if they are appropriate for your financial situation.
How To Squeeze More Dollars Out Of Your Investments
Want to increase your investment income. Can using bonds squeeze more dollars out of your investments? Learn why retirees frequently choose to invest in bonds.
How to Invest Your Dollars when You Live in Israel
Should olim move their American brokerage accounts to Israel?
Did You Get the “Dear Client, We Can’t Help You Letter”?
Many American brokerage companies stopped servicing clients with foreign addresses, including those who made aliya. Don’t liquidate your account, learn what alternatives you have.
Expecting an Inheritance? Here’s What You Need to Know
Expecting an inheritance? Here are answers to questions you may have when receiving an inheritance. Excerpt from, and link to The Inheritance Book.
Should You Leave Your Children an Inheritance?
If you leave your children an inheritance what will they do with it? Will they save or squander it? Here’s how to teach your heirs to use the lump sum wisely.
What American Expats Need to Know About Foreign Mutual Funds
The IRS considers foreign mutual funds Passive Foreign Income Companies (PFIC). These incur extra taxes for U.S. citizens. How can U.S. expats invest in mutual funds?
Want Help Understanding and Organizing your Money?
Consolidating your various banks and financial firms can help you understand and organize your money better. Learn how consolidating your accounts can make investing easier.
Why Receiving an Inheritance is Difficult: It’s not “free” money
Receiving an inheritance can be an emotionally fraught time. Learn what you should do to facilitate a smooth transfer of assets
Can Mutual Funds or ETFs Improve Your Portfolio’s Performance?
Learn how Americans living abroad can use mutual funds or ETFs to improve their portfolio’s performance.
Here’s a Quick Way to Invest in the Stock Market
When you want to invest in the stock market, how do you choose a stock? Peter Lynch invested in L’Eggs because his wife wore stockings. But is that a reason to buy a stock?
The Investment Tool You Need to Invest Your Money Like the Pros
Professional money managers are a good investment tool to use if you don’t want to think too much about your investments. Learn how “regular” people can use money managers just like the pros do.
How to Make Money in Your IRA
What guidelines should you follow when withdrawing money from an IRA? How do you know if you are withdrawing principal or interest? Is it important?
How to Discuss Money Matters With Your Parents
Sometimes aging parents find it hard to discuss money matters with their adult children. How can you talk about finances with your parents more easily?
What Happens to Your IRA Account When You Make Aliya?
What happens to your IRA account when you make aliya? Should you transfer it to Israel, or is there a better way to manage your investments?
How to Avoid Inheritance Anxiety
If you get a sudden windfall, how do you avoid inheritance anxiety and make the right decisions? This blogpost explains the steps you need to take.
A 4-minute financial podcast
Worrying about your stocks when the market is volatile is only natural. Here are 3 steps to take to minimize your worries and stay in the stock market.
What You Need to Know about Moving Money
If you’re thinking of moving money from one account or country to another, here are some tips to help you do it more easily and efficiently.
How Much Money Can You Afford to Lose in a Risky Investment?
When looking at a possible investment, consider how much money you might potentially lose. Your risk tolerance needs to be taken into account.