<p>Does your financial plan still make sense—or are you just hoping it does?   After a health scare, one retiree in Israel asked the question we all should be asking. Tune in to hear how simplifying his cross-border finances brought peace of mind, clarity, and a stronger legacy plan for his family. If your accounts are all over the place, it’s time to take control. </p>

Does your financial plan still make sense—or are you just hoping it does? After a health scare, one retiree in Israel asked the question we all should be asking. Tune in to hear how simplifying his cross-border finances brought peace of mind, clarity, and a stronger legacy plan for his family. If your accounts are all over the place, it’s time to take control.

<p>Does your financial plan still make sense—or are you just hoping it does?&nbsp;  After a health scare, one retiree in Israel asked the question we all should be asking. Tune in to hear how simplifying his cross-border finances brought peace of mind, clarity, and a stronger legacy plan for his family. If your accounts are all over the place, it’s time to take control.&nbsp;</p>

Retired, Recovered, and Rebalancing

Douglas Goldstein, CFP® contributes a weekly piece to “The Jerusalem Post” about retiring in Israel, managing your U.S. investment, brokerage, 401K, and retirement accounts (IRAs) from Israel. He talks about financial planning in Israel, investment basics, stocks, bonds, mutual funds, and bank deposits in easy-to-understand language. For American olim and “nefesh b nefesh” folks thinking about aliya, everyone can use the tips and financial advice of these four minute audio articles, a Profile Investment Services’ financial podcast.

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Retired, Recovered, and Rebalancing

Retired, Recovered, and Rebalancing

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