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Maximizing your inheritance

Who wouldn’t welcome a gift of cash deposited into their bank account? But the truth is that receiving money is not straight forward when that gift is an inheritance. The

Overthinking your financial plan

As with most things in life, there are differences of opinion as to how to create a financial plan in the most effective and efficient manner. Some financial planners belong

GameStop – a Gamechanger?

Who, apart from game enthusiasts and niche market players, had even heard of GameStop this time last year? Until it became the hottest stock in the universe! The recent GameStop

Financially liberating retirement

As we approach Pesach and our thoughts turn to our liberation from slavery in Egypt I thought it timely to share some tips to help you set yourself up for

Looking forward

If I asked you to guess approximately how many decisions we make a day, the chances are your answer would be way off. A few years ago Microsoft created an

Empower your kids financially now!

It seems almost counterintuitive to suggest that you can use this current horrendous financial crisis to empower your children. But actually, it’s possibly one of the best chances you’ll get.

Managing your assets like (or with) a professional

Our finances have many components, and we all want to maximize the benefits of our assets. But in what situations are we better off consulting with insurance agents, mortgage brokers,

Checking what you’re getting

According to recent research carried out by PolicyCheck in Israel, approximately 47% of pension policies have errors. Whereas some of the 80 different types of mistakes are minor, they calculated

Investing High, Investing Right

Before this current lockdown I had a beautiful and relaxing holiday up north. Being an early riser and added to the fact that our next-door neighbors had a bird sanctuary,

Pollyanna and the corona fallout

  Pollyanna, the heroine of a children’s classic series, who remains overwhelmingly optimistic despite negative occurrences, became a synonym for someone who has an unfailingly positive outlook. What would Pollyanna

Coronavirus reset

Some experts are saying that Israel is currently going through a second wave of coronavirus. Others disagree and say it’s a less serious derivative. Call it what you want but

Financial considerations for Aliyah in a covid-19 era

I recently had the privilege of participating in zoom webinars for potential olim, run by NBN, and was very excited by the hundreds of potential olim who attended. If you