Jonathan Shenkman on Muck Rack

Jonathan Shenkman

As seen in: MSN, Forbes, CNBC, Yahoo Finance, Barron's, EIN News, Forbes Japan, The Jewish Press, advisorstream.com, BISA Portfolio

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Articles

Return on Hassle: Save on Taxes or Minimize Headaches?

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By Jonathan Shenkman
| The Jewish Press Verified
I’m a 76-year-old widow with no savings and a heavily mortgaged home. I have a small pension and Social Security. I want to move closer to my children who all live a plane ride away. Selling the house would leave me with about $600,000 to $700,000 after taxes. My daughter suggests instead of selling that I rent it out for two years and then do a 1031-style exchange to defer roughly $400,000 in capital gains taxes.
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Smart Money Moves for the Young, Single, and Living at Home

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By Jonathan Shenkman
| The Jewish Press Verified
I am single, in my 20s, live at home, and work a corporate job, which puts me in a unique financial situation. I have been self-educating myself on principles of personal finance over the last year. I’m wondering if you could address some financial guidance for my demographic, particularly how to maximize this stage of life. Personal finance podcasts typically address topics like mortgages and tuition and rarely address the single audience who want to make the most of this time financially.
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How To Maintain Financial Peace of Mind in Retirement

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By Jonathan Shenkman
| The Jewish Press Verified
There is plenty of guidance on how to save for retirement, but far less clarity once retirement actually begins. The shift from building wealth to spending seems to introduce many financial and psychological challenges, and I am struggling with how to navigate this phase of life. I’d like to balance enjoyment/leisure activities, family support, tzedakah, and long‑term security.
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