My last article (Newlyweds and their new finances) focused on the importance of educating your soon-to-be or newly married children towards a stable and successful financially independent life. However, in
Recently I have had several meetings with different newly married or about-to-be-married young couples. These couples were at slightly different stages in their new life together, and their exposure to
I recently wrote an article focused on how to identify and avoid dubious investments. But what about all those other investments out there that are legitimate? What do you do
Chances are that a fair percentage of those reading this article recently received a letter in Hebrew from Bituach Leumi – double-sided, tastefully highlighted in different shades of purple, and
It’s a disastrous story that happens way too often. You look cautiously for somewhere to invest your carefully accumulated savings, or possibly an inheritance or a gift. It’s a nest
In my last month’s article I introduced you to the Steins and the Rosens – two couples, who are parents and grandparents, in their early fifties. The details were
Life is hectic. For many of us it feels as though we are on a financial treadmill, doing pretty well at a steady pace, but then when we turn
Chances are that when many parents were counting the omer to Shavuot, the kids were counting down towards a different holiday too! That endless summer vacation representing freedom, fun and
Definition of retirement version 1 – a worry-free relaxed stage of your life, when you have the time and money to indulge yourself and tick all those items on your
Usually when I write articles around this time of the year, I try to be as practical as possible so that people can receive guidance regarding how to make it
Picture this scenario. Your spouse asks you about the family’s upcoming plans. “What are we doing in the summer? I’d really like to take the kids away for a
Eight years ago, when the Israeli government began the current obligatory pension system, it was seen as very positive step and a huge relief to many who felt that now
