Jonathan I. Shenkman is the President & Chief Investment Officer of ParkBridge Wealth Management. In this role I act in a fiduciary capacity to help my clients achieve their financial goals. He has been writing about retirement planning for Forbes since 2019.
Jonathan has spent
Roth Vs. Traditional: The Retirement Tax Decision That Could Save You Hundreds Of Thousands Of Dollars
Roth vs. Traditional is a tax‑timing decision: pay tax now or later. Roth suits low‑bracket earners; Traditional helps high‑bracket savers; late‑career planning favors strategic conversions. Blending both accounts over time minimizes lifetime—and multigenerational—taxes.
The Sandwich Generation Is Quietly Bankrupting Its Own Retirement
The sandwich generation risks its own retirement by supporting parents and children. Protecting savings, planning, and setting boundaries ensures long term stability.
Stuck With Inherited Real Estate? How To Handle Siblings Who Won’t Sell
Inherited real estate can strain families. Clear planning, buyouts, and transparency help balance financial goals while preserving relationships.
Should You Cosign A Loan For Your Adult Child In Retirement?
A growing number of parents are being asked to support adult children financially, often by cosigning loans. Proceed cautiously.
Should You Combine Finances After Marriage?
The question of whether to merge finances isn’t just a logistical one, it’s philosophical. Getting it right can set the tone for a financially harmonious marriage.