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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

The ifs, hows and wheres of investing

As financial advisors, we are often asked by clients or potential clients living in Israel how they can start investing their savings to maximize future benefit. Following the recent pandemic-related

Financial Musings on Corona

While I wrote some initial thoughts on the coronavirus and its financial impact in a recent blog, unfortunately it is as relevant now as it was then, and there are

Coronavirus … this too shall pass?

Just in case we thought we were actually in control of anything, along came a minuscule virus and, at this time of writing, is wreaking havoc on a global level

Starting out … starting right

I recently volunteered to give a course on basic finances for young couples. My thinking was that I would help them fine-tune the financial knowledge they accumulated as teenagers and

Making your golden years golden

“I’ll be retiring in a few years and am thinking that it’s time for me to change all my pension and savings accounts to 0% risk (ie completely out of

Ending the year on a high

Despite December always following November, the year-end seems to catch many people by surprise. However, if properly planned, there are substantial financial optimizations to be gained. December 31 of any

Understanding your ‘tlush’

Introduction: Why You Must Check Your Tlush Now that chagim are over and we have returned to our routines, I thought it the perfect time to explain the different elements

Spiraling up

Did you know that hamsters can run 10 km at a time without stopping? That’s why hamster wheels were invented. They are designed to help domestic hamsters run off all

Is buying a home a worthwhile investment?

Surely that’s a no-brainer. It’s obvious that owning your home puts you ahead   financially. In addition to your property’s increased value, by owning your home you won’t be throwing money

Managing great expectations

One of my first jobs in Israel was working in the finance department of a technology company. I started in the position of assistant finance manager and moved up to

Your kids’ win-win summer

Despite the western world’s recognition of the huge need to educate children about finances while they are in school, financial literacy and financial responsibility remain crucial subjects that are barely,