<p>Expecting an Inheritance? Here’s What You Need to Know</p> <p>Expecting an inheritance? Here are answers to questions you may have when receiving an inheritance. Excerpt from, and link to The Inheritance Book.</p>

Did You Get the “Dear Client, We Can’t Help You Letter”?

Douglas Goldstein, CFP® contributes a weekly piece to “The Jerusalem Post” about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and “nefesh b nefesh” folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profile Investment Services’ financial podcast.