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Jonathan I. Shenkman, AIF® is the President and Chief Investment Officer of ParkBridge Wealth Management. In this role he acts in a fiduciary capacity to help his clients achieve their financial goals. He publishes regularly in financial periodicals such as Barron’s, CNBC, Forbes, Kiplinger, and The Wall Street Journal. He also hosts numerous webinars on various wealth management topics. Jonathan lives in West Hempstead with his family. You can follow Jonathan on Twitter/YouTube/Instagram @JonathanOnMoney.

Financial Planning Checklist: 20 Ideas To Consider Before Year-End

Jonathan I. Shenkman

Thanksgiving: A Time To Be Thankful (Even During Challenging Times)

Jonathan I. Shenkman

Is College Still A Good Investment?

Jonathan I. Shenkman

The Reverse Obituary

Jonathan I. Shenkman

Back To The Basics: Using The “Bucket Approach” To Financial Planning

Jonathan I. Shenkman

Back To The Basics: Investing Is Like A Birthday Cake

Jonathan I. Shenkman

Why My Year In Israel Was One Of The Best Investments I Have Ever...

Jonathan I. Shenkman

Reflecting On The Past Year: 6 Lessons For Investing And Life

Jonathan I. Shenkman

What Should My Son Do With The Money He Made This Summer Working As...

Jonathan I. Shenkman

Should I Incur Credit Card Debt To Pay Yeshiva Tuition?

Jonathan I. Shenkman

Mid-Year Financial Checklist

Jonathan I. Shenkman

I’m Proud To Be An American Investor

Jonathan I. Shenkman

My Commencement Address: 7 Ways to Build Your Human Capital

Jonathan I. Shenkman

Laid Off Before You’re Ready To Retire? What To Do Now?

Jonathan I. Shenkman

The Futile Pursuit Of Perfection: Lessons For Torah Study, Life, & Investing

Jonathan I. Shenkman

Is It Wrong To Go On A Lavish Pesach Program?

Jonathan I. Shenkman

Shidduchim & Money: Should Finances Play A Role In Who My Child Decides To...

Jonathan I. Shenkman

The Four Sons And Striving For Investment Simplicity

Jonathan I. Shenkman

Is My Money Safe In A Bank?

Jonathan I. Shenkman

Do I Have Enough Life Insurance?

Jonathan I. Shenkman

V’nahafoch Hu And The Dangers Of “The Kiddush Club Portfolio”

Jonathan I. Shenkman

What Should I Do With My 401(k) From A Previous Employer?

Jonathan I. Shenkman

The New Bernie Madoff Documentary And Timeless Lessons For All Investors

Jonathan I. Shenkman

Shenkman’s 2023 Personal Finance Outlook

Jonathan I. Shenkman

Beyond The Numbers: Retirement And Investing Lessons From My Zeidy

Jonathan I. Shenkman

The Best Gift For Chanukah This Year Is A Good Financial Advisor: Here’s How...

Jonathan I. Shenkman

Dave Ramsey’s Seven Baby Steps: A Frum Person’s Perspective

Jonathan I. Shenkman

Personal Finance & Thanksgiving: There Is Much To Be Thankful For

Jonathan I. Shenkman

Supporting Kollel Kids And Retirement: A Difficult Puzzle To Solve

Jonathan I. Shenkman

Is Now A Good Time To Buy A Home?

Jonathan I. Shenkman

Headlines

<img width="218" height="150" data-srcset="https://www.jewishpress.com/wp-content/uploads/2023/12/Hezbollah-218x150.jpg 218w, https://www.jewishpress.com/wp-content/uploads/2023/12/Hezbollah-100x70.jpg 100w" sizes="(max-width: 218px) 100vw, 218px" alt="" title="Lebanese Rocket Attacks on Israel Began at 7 am, Continued into the Night" data-src="https://www.jewishpress.com/wp-content/uploads/2023/12/Hezbollah-218x150.jpg" class="entry-thumb lazyload" src="data:image/gif;base64,R0lGODlhAQABAAAAACH5BAEKAAEALAAAAAABAAEAAAICTAEAOw==" /><noscript><img width="218" height="150" class="entry-thumb" src="https://www.jewishpress.com/wp-content/uploads/2023/12/Hezbollah-218x150.jpg" srcset="https://www.jewishpress.com/wp-content/uploads/2023/12/Hezbollah-218x150.jpg 218w, https://www.jewishpress.com/wp-content/uploads/2023/12/Hezbollah-100x70.jpg 100w" sizes="(max-width: 218px) 100vw, 218px" alt="" title="Lebanese Rocket Attacks on Israel Began at 7 am, Continued into the Night"/>

Israel At War: Iron Swords

Lebanese Rocket Attacks on Israel Began at 7 am, Continued into the Night

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Israel At War: Iron Swords

IDF Finds Comprehensive Terror Training Center in Jabalya Mosque

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10,000 Foreign Workers Arrive in Israel Since Start of War

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Printed from: https://www.jewishpress.com/sections/businessfinance/money-matters/financial-planning-checklist-20-ideas-to-consider-before-year-end/2023/12/08/

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