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Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management, shares his latest investing and financial planning insights. This includes recent articles, webinars, transcripts and more. Bookmark this page as a favorite so you don't miss any of his latest investing and financial planning insights.

Friday, December 8, 2023

Today’s Practical Planning Tip By ParkBridge Wealth Management will discuss the year-end planning idea of " Year-end estate planning considerations." The federal unified estate and gift tax exemption for 2023 has been at an...

Friday, December 8, 2023

In the financial planning world, year-end is an important time of year. The end of the secular year typically coincides with certain deadlines. It is also a great opportunity to set the stage for a financially successful new year...

Thursday, December 7, 2023

Today’s year-end planning tip will cover Review your beneficiary designations. Retirement accounts and insurance policies have beneficiary designations that pass OUTSIDE of one’s will. Therefore, even if you did estate...

Wednesday, December 6, 2023

Today's year-end planning time is Roth IRA conversions. A Roth IRA conversion is the process of transferring retirement funds from a traditional IRA, SEP, or 401(k) into a Roth account. Since a Traditional IRA is tax-deferred...

Wednesday, December 6, 2023

Episode 33 of "Jonathan On Money" just dropped!This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss “ “Last Minute 2023 Wealth Planning Ideas:...

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Tuesday, December 5, 2023

Today’s year-end planning tip will cover Charitable Giving before year-end. When it comes to giving charity there are a myriad of creative options this year. Let’s discuss just a few in the next minute or so. Deduction for...

Monday, December 4, 2023

Check out the latest Practical Planning Tip by ParkBridge Wealth Management on Year-end Dos and Don'ts. You can view the clip by clicking here.

Monday, December 4, 2023

At the start of 2023, prior year uncertainty and economic turbulence persisted, which caused concerns and market volatility. However, as we approach the end of 2023, there is cause for optimism. The market has rebounded, economic data...

Monday, December 4, 2023

Check out the latest Practical Planning Tip by ParkBridge Wealth Management on Being intentional with your Required Minimum Distributions (RMDs). Required Minimum Distributions, or RMDs, generally apply to folks 73 or older. If...

Wednesday, November 29, 2023

Check out my thoughts in the "Guide to Wealth" section in Barron's this past week. The article is entitled "How to Tweak Your Investments for a More Normal Market."You can read the whole article my clicking here.Honored to be...

Friday, November 24, 2023

Every year as Thanksgiving approaches, I feel inclined to take note of the blessings in my life. This has been a more challenging endeavor when looking back on the past year. The economy has been shaky, with many experiencing layoffs...

Friday, November 24, 2023

The core focus of retirement planning is on the accumulation of assets to live out one’s golden years. This includes regularly contributing to retirement accounts and investing those funds appropriately. Although this is...

Thursday, November 23, 2023

This week I share a speech I gave on 11/11 at the Young Israel of Flatbush/Talmud Torah on the topic of "The most pressing financial issues facing the frum community today." It was an honor to be part of their Fall lecture series and...

Wednesday, November 15, 2023

This week we’re going “IN FOCUS” where we explore more advanced wealth planning topics. Today, we will discuss “Moving to Israel: Top Financial Planning Considerations” featuring:Boaz Feinberg, Leading...

Friday, November 10, 2023

When I discuss college planning strategies with clients, I typically focus on how to afford these steep tuition costs. Usually this involves utilizing tax advantaged 529 college savings accounts and other financial strategies....

Thursday, November 9, 2023

In my latest webinar we covered the topic of “Moving to Israel: Top Financial Planning Considerations." Presenter, Boaz Feinberg, Leading Partner in the Tax Department, Arnon Tadmor – Levy, discussed the tax considerations...

Wednesday, November 8, 2023

My latest article in Kiplinger was published this week on "Are You Ready to Retire? Find Out With This 10-Item Checklist" One common concern among folks in their 60s is determining a prudent time to retire. After decades in the...

Friday, November 3, 2023

My latest article in Forbes was published this week on "Retirement And Investing Consideration For Orthodox Jewish Families." Every community has social pressures that may cause an individual to make bad financial decisions. This...