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What Happens to Your Tax Liability with Proper Financial Planning?

What Happens to Your Tax Liability with Proper Financial Planning?

by Dkassir | May 30, 2025 | Fiduciary Financial Advisor

Let’s be honest—nobody enjoys paying taxes. And while we can’t avoid them entirely, we can absolutely reduce how much we owe with the right financial strategy in place. Whether you’re an individual, a family, or a business owner, proper financial planning can...
A Florida Parent’s Guide to 529 Plans: Tax Benefits, Investment Options & Changing Beneficiaries

A Florida Parent’s Guide to 529 Plans: Tax Benefits, Investment Options & Changing Beneficiaries

by Dkassir | May 30, 2025 | Miami Financial Advisor

If you’re living in Florida and thinking about saving for your child’s education, chances are you’ve heard of a 529 college savings plan. These plans are super flexible, offer big tax benefits, and come with investment choices that can really help your money...
Florida Snowbirds: The 2025 RMD & State-Tax Strategy Checklist

Florida Snowbirds: The 2025 RMD & State-Tax Strategy Checklist

by Dkassir | May 26, 2025 | Miami Financial Advisor

As a Florida snowbird, you’re already making a savvy lifestyle choice—escaping the cold while enjoying the sunshine and tax-friendly perks of the Sunshine State. But what if you could also turn that decision into a powerful tax planning opportunity in 2025? If...
Family Offices vs. Traditional Wealth Management—Which Fits Your 2025 Goals?

Family Offices vs. Traditional Wealth Management—Which Fits Your 2025 Goals?

by Dkassir | May 26, 2025 | Fiduciary Financial Advisor

When planning your financial strategy for the year ahead, understanding the difference between a family office and traditional wealth management could be the key to unlocking better results. If you’re a high-net-worth individual or family aiming to protect and...
SECURE 2.0 in 2025: New RMD Rules & What They Mean for Your Retirement

SECURE 2.0 in 2025: New RMD Rules & What They Mean for Your Retirement

by Dkassir | May 26, 2025 | Fiduciary Financial Advisor, Uncategorized

Are you turning 73 or 75 soon? If so, the 2025 RMD rules under SECURE Act 2.0 could significantly affect how and when you start withdrawing from your retirement accounts—and how much you owe in taxes. Whether you’re a retiree, a high-net-worth investor, or managing...
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  • Next-Gen Wealth: How Manna Wealth Management Empowers Young Inheritors to Build and Preserve Generational Wealth

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