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Most people spend significant time planning how to build wealth, but far fewer consider how their family would access that wealth if something unexpected happened.
For Americans living in Israel who maintain U.S. brokerage or retirement accounts, that question can be more complex than it appears. The challenge usually involves authority, documentation, and cross-bor...
Living in Israel while keeping U.S. brokerage and IRA accounts usually works without much friction, until one day it doesn’t. A login attempt fails. A transaction takes longer than expected. A message appears that feels unfamiliar. Nothing dramatic has happened, yet something feels off, and the natural question is why now?
For many Americans living in Israel, th...
You know how almost every home has that one drawer no one ever opens? The drawer with old chargers, expired coupons, and a random key that might belong to something important. You avoid it because nothing bad seems to happen if you leave it alone. It just sits there quietly while life moves on.
Money can end up in that same drawer.
Not because someone ...
Every now and then, it helps to step back and look at investing the way a regular person experiences it, not the way it appears in glossy brochures or dense reports. One of my favorite reminders comes from Peter Lynch, the legendary manager of the Magellan Fund, who once said that an investment idea should be simple enough to draw with a crayon. Not a spreadsheet. Not a l...
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 of talking about errands and schedules, we end up talking ...