David Kassir Quoted in MarketWatch Picks: It Might Seem “Simple and Silly,” but Ask Yourself These Questions Before You Retire

by | Nov 14, 2026 | Fiduciary Financial Advisor | 0 comments

David Kassir, Managing Director of Manna Wealth Management, an SEC-registered fiduciary wealth management firm, was quoted in the opening of the MarketWatch Picks article “It might seem ‘simple and silly,’ but ask yourself these questions before you retire” by Alisa Wolfson. The article walks through the simple questions people should ask themselves before they retire, the kind of questions that are easy to put off and expensive to answer late: what you want your days to look like, what you will actually spend, where your income will come from, when to claim Social Security, and how taxes and health care fit into the picture. David’s work as a fiduciary financial advisor is built around asking those questions early, while there is still time to act on the answers. Read the full article on MarketWatch Picks: https://www.marketwatch.com/picks/it-might-seem-simple-and-silly-but-ask-yourself-these-questions-before-you-retire-148a1d8d

David Kassir, Managing Director of Manna Wealth Management

David Kassir

Managing Director | Manna Wealth Management
Miami Beach, Florida

Manna Wealth Management provides specialized advice to help individuals and families make smart investments for their future. For over 30 years, we’ve been helping our clients create meaningful wealth through a thoughtful and custom-tailored approach. Our mission is to unlock the potential of each individual client by offering a comprehensive range of services designed to meet their specific needs. With David Kassir as the driving force behind Manna Wealth Management, we strive to build lasting relationships with our clients.