Join Jonathan I. Shenkman, President and Chief Investment Officer of ParkBridge Wealth Management this week as he discusses a variety of timely investing and financial planning topics, including:
1. A shtickle rant…
2. Talking points: The New Pharaoh & Planning For Change
3. This week’s quote is from Voltaire
4. Do you regret your position on Bitcoin given its meteoric rise?
5. I took out an adjustable rate mortgage several years back. Should I refinance to a 15 year at 6.25% and invest all my cash in the market or pay it off?
6. What happens to my FSA account when I leave my employer?
7. What is a kiddie tax and how does it work?
8. When listening to Bloomberg or CNBC they are always talking about achieving a soft landing. What is a soft landing and how does it impact me?
9. Timely & Actionable Idea: Use a “financial road map”
***UPCOMING LIVE WEBINAR on FRIDAY, February 28th at 8:30am (EST) featuring Kevin Matz a Partner at ArentFox Schiff LLP based in New York. He will be speaking on the topic of “Highlights of the 2025 Heckerling Institute on Estate Planning.” Register here: https://us02web.zoom.us/webinar/register/WN_2N6OXzJQSwCh4_gD0uEA7Q ***
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