Suzy Kahati Family Financial Advisor סוזי קהתי יועצת לכלכלת המשפחה

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Suzy Kahati Family Financial Advisor     סוזי קהתי יועצת לכלכלת המשפחה SUZY KAHATI is a Certified Family Financial Advisor. Suzy has developed unique formulas to deal with your finances.

Her methods are easy to implement so you will very quickly see the financial improvements. ייעוץ לכלכלת-המשפחה בתחומים: בדיקת המאזן המשפחתי יציאה מחובות בנית-תקציב ושימוש בכלים לבקרה צרכנות נבונהניהול ילדים וכסף השגת יעדים כלכליים יעוץ למשכנתאות בדיקת נכסים והתחייבויות בדיקת פוליסת ביטוח ופנסיה בניית הגנות מפני סיכונים כלכליים יעוץ כהכנה לפרישה מעבודה ופנסיה יעוץ כהכנה לפני גירושים וטיפול במשפחות חד-הוריות בהיבט הכלכלי הכנות זוגות צעירים למסלול כלכלי נכון ועוד.

A client I worked with last year recently contacted me to tell me that he had been made redundant, like many people in I...
21/06/2026

A client I worked with last year recently contacted me to tell me that he had been made redundant, like many people in Israel at the moment. However, this time, his message was very different from what I often hear.

He said, "I'm obviously disappointed, but I'm not panicking because I feel prepared."

That sentence really stayed with me.

During the time we worked together, we didn't do anything complicated or revolutionary. We simply put some good financial foundations in place.

✅ We understood exactly where his money was going each month.
✅ We built up an emergency fund.
✅ We simplified his finances and created a plan.
✅ We discussed what he would do if life threw him a curveball.

At the time, redundancy wasn't even on the horizon. The recent wave of redundancies in Israel is a reminder that none of us has a crystal ball. The question isn't, "Could this happen to me?"
The question is, "If it happened tomorrow, how prepared would I be?"

Financial resilience isn't about earning the highest salary. It's about putting systems in place before you need them. Sometimes the biggest gift you can give yourself isn't more money, but the peace of mind that comes from knowing you'll be okay if life suddenly changes direction.

If you're feeling uncertain about your finances, now is a good time to get organised rather than waiting for a crisis to happen. You're welcome to book a free introductory meeting with me https://calendly.com/suzy-kahati-family-financial-advisor/30min?month=2024-09.

💳💡 I have just finished working with a client, and they had 6 credit cards.  I explained to them that they could cancel ...
14/06/2026

💳💡 I have just finished working with a client, and they had 6 credit cards. I explained to them that they could cancel the credit card management fees and save thousands of shekels a year. My client did not know that they could cancel the credit card management fees. Do you?

However, did you know you can cancel credit card management fees? 🤩 Here's how:

1️⃣ Call your credit card company and ask to cancel the fees. It's that simple!
2️⃣ The fee is cancelled for one year, so you will need to repeat the process annually.
3️⃣ IMPORTANT - Make sure to use the card at least once a month. Invite a friend for a coffee! ☕️

Save money with just a phone call! 📞✨ see how much you can save on a monthly and annual basis!

Subscribe to my newsletter and stay informed and stay ahead!. Just click on this link https://bit.ly/3F6YgOO

Feeling overwhelmed trying to manage your finances in Israel? 🇮🇱💸Among all the information, systems, apps and financial ...
17/05/2026

Feeling overwhelmed trying to manage your finances in Israel? 🇮🇱💸
Among all the information, systems, apps and financial jargon, it can sometimes feel confusing and stressful.

So I created a simple booklet called:
✨ SIMPLE AI FOR YOUR FINANCES

It’s a practical guide showing how AI can help you better understand and organize your finances in a simpler, clearer way, even if you’ve never used AI before 🤖

✅ No technical knowledge needed
✅ Simple explanations
✅ Practical examples you can start using right away

Click here for your free download:
https://mailchi.mp/525de88954ac/ai-booklet

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Feeling overwhelmed trying to manage your finances in Israel? 🇮🇱💸Among all the information, systems, apps and financial ...
10/05/2026

Feeling overwhelmed trying to manage your finances in Israel? 🇮🇱💸

Among all the information, systems, apps and financial jargon, it can sometimes feel confusing and stressful.

So I created a simple booklet called:
✨ SIMPLE AI FOR YOUR FINANCES

It’s a practical guide showing how AI can help you better understand and organize your finances in a simpler, clearer way, even if you’ve never used AI before 🤖

✅ No technical knowledge needed
✅ Simple explanations
✅ Practical examples you can start using right away

If you’d like a free copy, you can download it here:
https://mailchi.mp/525de88954ac/ai-booklet

🚨 Business Owner? Has the War Affected Your Business?There’s a lot of talk right now about compensation for businesses —...
05/05/2026

🚨 Business Owner? Has the War Affected Your Business?

There’s a lot of talk right now about compensation for businesses — but also a lot of confusion.

So here’s the simple truth 👇
👉 If your business income dropped, you may be entitled to compensation
👉 The plan includes support for salaries and fixed expenses
👉 Payments are expected to be relatively quick

BUT… ⚠️
This is where many people make a mistake:
❗ Don’t rush to apply
❗ Don’t submit numbers you’re not 100% sure about
Because inaccurate or inflated claims can lead to fines and repayment demands later on.

💡 My advice (as always):
✔️ Prepare your numbers properly
✔️ Make sure everything is accurate
✔️ Understand what you’re entitled to before submitting

This is one of those situations where:
👉 Doing it properly is far more important than doing it quickly

Subscribe to my newsletter and stay informed and stay ahead!. Just click on this link https://bit.ly/3F6YgOO

Around the chagim, I often get asked the same question:👉 “Do I need to pay my cleaner if they didn’t come because of the...
19/04/2026

Around the chagim, I often get asked the same question:

👉 “Do I need to pay my cleaner if they didn’t come because of the holiday?”

The answer? It’s not always straightforward. Most households in Israel employ someone — a cleaner, nanny or caregiver — and the rules can be confusing.

💡 Let’s simplify it: If your cleaner comes on a fixed day each week (for example, every Tuesday) and a chag falls on that day, in many cases, you are still expected to pay them.

Why? Because from their perspective, they’ve “lost” a regular working day due to the chag.

✔️ If they’ve worked for you for at least 3 months
✔️ The chag falls on their regular working day
✔️ They didn’t choose to cancel

➡️ Then they are usually entitled to be paid, even if they didn’t come.

Now, what about a nanny or caregiver? 👶👵 If they are paid monthly, holiday pay is usually already included. If they are paid hourly or per day, similar rules apply. But here’s where it gets more nuanced:

🔎 Ask yourself:
• Was this a scheduled working day?
• Was cover arranged?
• Was the absence agreed in advance?

✨ The key question is NOT: “Did they work?”
👉 It’s: “Was this supposed to be a regular working day?”

These payments may seem small, but over a year, especially with multiple chagim, they add up 💸 More importantly, getting it right helps avoid awkward conversations with someone who works in your home.

⚠️ Tip: You cannot deduct a vacation day if it’s a chag without their permission.

If you’re unsure whether you’re handling this correctly, it’s worth checking.

👉 Subscribe to my newsletter and stay informed and stay ahead!. Just click on this link https://bit.ly/3F6YgOO

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