Goldstein On Gelt

Do your spending habits and investments align with your values? In other words, what do want your money to do for you? Do your habits, practices, and investments reflect that? Sarah Li-Cain, a financial storyteller for High Fiving Dollars explains the importance of knowing what you value as an investor. Sarah and Doug discuss how to identify your values and how to be mindful about what you do with your money. If your spending habits and investments don’t help you meet your goals, then a realignment is in order.   What should you do if you inherit money from the United States? If you find yourself at the receiving of an inheritance, what should you do next? If you inherit money from America, there are different consideration than receiving an Israeli inheritance. An inheritor of American investments (especially a beneficiary of an IRA) need to know what to do next. Doug has some questions to ask your cross-border financial advisor to avoid unnecessary taxes and overall general headaches. To learn more about Sa