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Every family has its quirks. In mine, one of the favorites is something we call the Family Podcast Group. Each week, someone, whether a child, sibling, niece, or nephew, chooses a podcast that inspired him or her. It sounds simple, but it has turned into one of those traditions that brings everyone closer. Instead ...

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Why Couples Struggle with Money—and How to Fix It

When it comes to talking about money, even the most financially savvy couples can hit roadblocks. That’s why I invited BatSheva Goldstein, investment advisor and creator of the FinancialDate Discussion Ca...

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Bad news can ruin a morning faster than a burnt cup of coffee. A headline flashes across the screen—“The stock market tumbles!”—and suddenly, that calm moment turns into a rush of anxiety. If he is an American living in Israel, that uneasy feeling can hit even harder. His savings might be sitting in U.S. brokerage ...

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When the Federal Reserve announces a rate cut, it’s as if the entire financial world jolts awake. Markets spike, then stumble, headlines explode, and suddenly everyone’s wondering what just happened. But for an American living in Israel, the effects go well beyond the headlines. A Fed rate cut can influence how his...

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Are Annuities Really as Safe as They Sound?

If someone called and said, “Doug, I heard annuities are amazing. Can you sell me one?” I’d probably smile and say, “Let’s take a closer look first.” Annuities often sound like the perfect solution: you give an insurance company a lump...

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