Doug Goldstein

2 days ago | israelnationalnews.com | Doug Goldstein

Ambling with currency conversions. If your money’s locked away in long-term accounts, it might look good on paper, but won’t help much when life throws you a curveball. This episode dives into the surprisingly overlooked topic of liquidity... what it is, why it matters, and how to make sure your money is actually there when you need it.

2 days ago | jewishpress.com | Doug Goldstein

Text of blog post:Cross-border investing isn’t just about numbers. It’s about not letting one stock or one blind spot derail your financial future. If you’re living in Israel with U.S. brokerage or IRA accounts, chances are you’re juggling more risk than you realize. This episode digs into the hidden traps like overconfidence, lopsided portfolios, and hoping the market saves the day, and offers real-world solutions to get your plan back on track.

3 days ago | jewishpress.com | Doug Goldstein

Tax rules shouldn’t hold you back from building a life abroad, but for many Americans living overseas, that’s exactly what happens. Marylouise Serrato of American Citizens Abroad (ACA) unpacks the real struggles expats face, from filing U.S. tax returns while living abroad to dealing with confusing rules around foreign investments. Sound overwhelming? Well change might finally be on the way.

4 days ago | jewishpress.com | Doug Goldstein

You made the big move—goodbye bagels on Broadway, hello bourekas in Baka. You’re learning to say “yihiyeh beseder” with confidence, navigating Israeli bureaucracy one form at a time, and settling into your new rhythm. But then… your U.S. brokerage account sends you a notice. Turns out, your investments didn’t get the memo about your Aliya. Many Americans in Israel discover—often too late—that moving abroad doesn’t always sit well with U.S. financial institutions.

1 week ago | israelnationalnews.com | Doug Goldstein

Tax rules shouldn't hold you back from building a life abroad, but for many Americans living overseas, that's exactly what happens. Marylouise Serrato of American Citizens Abroad (ACA) unpacks the real struggles expats face, from filing US tax returns while living abroad to dealing with confusing rules around foreign investments. Sound overwhelming? Well, change might finally be on the way.