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Huge Tax Advantages Investing in Real Estate – Here is a List !
Investing in real estate is often considered one of the most effective ways to build long-term wealth. However, what makes it even more appealing are the tax advantages it offers. When managed strategically, real estate investments can...
Why Aren’t More Small Business Owners Putting Their Kids on Payroll?
If you’re a small business owner with kids, you’ve got an untapped opportunity to elevate both your business and your children’s future. By legally hiring your kids to work for your business, you can reduce your taxable income while...
How Are Short-Term Rentals Taxed? Everything Hosts Need to Know
The Basics of Short-Term Rental Taxation As short-term rental properties grow in popularity among real estate investors, so do the questions surrounding how they are taxed and structured. These properties receive unique tax treatment from...
The Top Financial Mistakes Couples Make—and How to Fix Them
How to Master Money Together Without the Stress or Fights Money doesn’t just talk—it can yell, whisper, or even go silent in a relationship. Whether you’re dating seriously, newly married, or decades into your partnership, financial...
Smart Ways to Save for Retirement If You’re Self-Employed
When you’re self-employed in Florida—whether you’re running your own business, freelancing, or hustling gig work—retirement planning often takes a back seat. There’s no HR department setting up a 401(k) for you, no automatic payroll...
What Happens to Your 401(k) When You Switch Jobs?
Your Step-by-Step Guide to Rollover Options and Tax Consequences Switching jobs can be both exciting and nerve-wracking—new opportunities, new challenges, but also a lot of logistical changes. One thing that often gets overlooked in the...
How to Prepare Financially for a Recession in 2025
Strategies to Weather the Storm and Protect Your Wealth A recession can feel like a storm on the horizon—uncertainty, job losses, and market volatility all swirling in a way that can make anyone feel anxious. The good news? Preparation is...
How to Build Wealth in Your 30s Without Taking Big Risks
Simple Investment & Savings Habits That Actually Work If you're in your 30s, this is one of the most important decades of your financial life. You’ve likely started making a steady income, you may have some debt to manage, and you're...
5 Ways to Protect Your Wealth from Inflation in 2025
Smart Investment Strategies to Stay Ahead of Rising Prices Inflation has become a top concern for families, retirees, and investors alike. As prices continue to rise, the purchasing power of your dollars decreases—which means your money...
How Much Life Insurance Do You Really Need?
Smart Ways to Calculate What’s Right for Your Family and Lifestyle Life insurance is one of those things that people often don’t think about—until it’s too late. But if you’ve ever asked yourself, “How much life insurance do I actually...
How to Potentially Avoid Capital Gains Tax When Selling Investments
Legal Strategies to Minimize Taxes — Featuring Tax-Loss Harvesting & More Selling investments can be a thrilling moment. Maybe you’ve just watched your portfolio grow over the years, or you’ve decided it’s time to cash in on a big...
Cryptocurrency and Taxes: What Florida Investors Should Know in 2025
Understand the Rules, Avoid IRS Mistakes, and Maximize Your After-Tax Gains If you're a Florida resident diving into the world of cryptocurrency—whether you're buying Bitcoin, trading altcoins, or earning yield through DeFi—you need to...
Retirement Planning with Crypto!
Are you prepared for a prosperous future? Have you ever wondered how crypto could supercharge your retirement savings? If these questions pique your interest, then this article is tailor-made for you! In this article, we will cover: - A...
Considering Bitcoin for your retirement savings?
The Bitcoin Buzz: Is it a Suitable Option for Your Retirement Savings? Unravel the benefits and drawbacks of incorporating crypto into your 401(k) Have you heard that Bitcoin might soon be an investment option in some 401(k) plans?...
Get ready for Bitcoin Halving 2024! 🎢 Time to buckle up?
Thrilling news on the horizon! The much-anticipated Bitcoin Halving is due in April 2024! This mega event is set to capture the focus of not just us, the crypto buffs, but also the traditional investors who have their eyes set on the...
How Long Will My Retirement Savings Last in Florida?
Retirement is a time to enjoy the fruits of your hard work and spend more time with your loved ones. But it also comes with some financial challenges. How do you make sure that your retirement savings will last as long as you need them?...
Ready to invest in Bitcoin Hassle-Free?
Have you ever been captivated by the allure of investing in Bitcoin, yet found yourself held back by the perceived intricacies or potential risks involved? It's comparable to having a craving for a slice of warm, homemade apple pie, but...
Navigating the Sunshine State: Tax Efficiency in Florida Real Estate
Investing in real estate isn't just about finding the perfect property; it's also about maximizing your returns through smart financial strategies. In the beautiful and diverse landscape of Florida, understanding the intricacies of tax...
Bitcoin and Taxes: What You Need to Know About Cryptocurrency Regulations in Florida
In the sunshine state, where oranges grow and beaches stretch for miles, a new player has entered the financial scene - Bitcoin. As a Florida resident navigating the crypto landscape, understanding the tax implications of your Bitcoin...
Crypto Tax Planning for Floridians: Maximizing Returns, Minimizing Liabilities
Cryptocurrency investments have become increasingly popular in the Sunshine State, and as a savvy Floridian crypto investor, understanding the tax implications is crucial for optimizing returns and minimizing liabilities. In this guide,...
Real Estate and Crypto: An Intriguing Combination for Florida Investors
Florida, known for its sunshine, beaches, and vibrant real estate market, is becoming a hotspot for a unique blend of traditional and innovative investments—real estate and cryptocurrency. In this article, we'll explore why this...
How Financial Advisors could help Real Estate Investors
Investing in real estate is like embarking on a journey – it's crucial to have a clear roadmap. This starts with understanding your investment goals, a cornerstone that sets the direction for your financial endeavors. Importance of...
Green Investing: How Financial Advisors Drive Real Estate Choices
Green investing has evolved from being a niche concept to a mainstream financial strategy. As the world grapples with environmental challenges, the spotlight is now on sustainable real estate choices, and financial advisors play a pivotal...
Lottery Winners – Take Control of Your Wealth with the Help of a Financial Advisor
The Lottery Winner's Guide to Smart Money Management Congratulations on your recent lottery win! It's an exciting time and you're probably already dreaming of all the things you can do with your new-found wealth. You've hit the jackpot...
DACFP Congratulates David Kassir on Achievement in Accreditation in Blockchain and Digital Assets
FOR IMMEDIATE RELEASE The Digital Assets Council of Financial Professionals (DACFP) is delighted to announce that financial advisor, David Kassir, has earned the Certificate in Blockchain and Digital Assetssm from the Digital Assets...
What Exactly does a Financial Advisor do?
A Financial Advisor is a professional who provides guidance and advice on managing your finances. They typically assist in various areas of finance such as investments, retirement planning, tax strategies, insurance, and estate planning....
529 Plan: A Comprehensive Guide to Saving for Education
Saving for higher education can be a daunting task, but with the right financial planning, it is possible to make this goal more achievable. One popular method for saving for education is through a 529 plan. In this article, we...
Secure a Bright Future: How Saving Up for Education Planning May Change Your Life
In today's competitive world, a good education is essential for the success and future of our children. As parents, it is our responsibility to ensure that our children have access to quality education that can open doors to numerous...
David D. Kassir Selected as One of 200 Fast Growing Advisors to Watch
Press Release: MIAMI, FL | June 22, 2023 Manna Wealth Management is proud to announce that Managing Director David D. Kassir has been selected as one of the 200 Fast Growing Advisors to Watch list. Source This recognition is a...
What are the Tax Advantages of a 401(k) or an IRA
Introduction: Retirement savings are essential for securing financial stability in the golden years. Two popular retirement savings options in the United States are the 401(k) and the IRA (Individual Retirement Account). Both...
How can I plan for Unexpected Medical Expenses
Medical emergencies can strike at any time, and the associated costs can be overwhelming. To protect yourself and your finances, it's crucial to plan for unexpected medical expenses. By taking proactive steps and making informed...
How Can I Plan for a Financially Secure Divorce?
Divorce is a challenging life event that can have significant financial implications. Planning for a financially secure divorce requires careful consideration of various factors to ensure your long-term stability. In this article, we will...
How Can I Plan for Early Retirement?
Understanding Early Retirement Planning for early retirement is a goal that many individuals aspire to achieve. The concept of leaving the workforce earlier than the traditional retirement age can be enticing, offering more freedom,...
David Kassir, CEO of Manna Wealth Management, Attends 2023 Bitcoin Conference in Miami Beach for Third Year In a Row
Miami Beach, FL - David Kassir CEO of Manna Wealth Management, attends the 2023 Bitcoin Conference in Miami Beach for the third year in a row. David sees the Bitcoin conference as a key opportunity to keep up-to-date with the newest...
Want to retire comfortably? Use the Rule of 70 to Estimate how long it will take you to reach your Financial Goals.
For anyone wondering how to best plan for retirement, the Rule of 70 can provide invaluable insight. The concept can help investors understand both the power of compound interest and how long it takes for investments to double. Whether...
What Happens to 401k when you Die?
What Is a 401k? A 401k is one of the most popular and powerful retirement savings vehicles available in the United States. It offers many advantages, such as tax benefits, employer contributions, and portability when you change jobs....
A Few Things You Need to Know About Capital Gains Taxes in the United States
When it comes to taxation, the United States has a complex system with many different types of taxes. One type of tax that some people may not be familiar with is the capital gains tax. In short, capital gains taxes are levied on the...
IRA, Roth IRA, and 401k: Which is Right for you?
If you're like most people, the words "IRA," "Roth IRA," and "401k" probably make your eyes glaze over. Retirement account types can be confusing, and it's hard to know where to start. Savings accounts, checking accounts, money market...
6 Wealth Building Steps to start at any age in Life
People often associate wealth with having a lot of money. But wealth is not about having a large sum of money. It's about having enough money to do what you want. If you want to build wealth, it's important to start with the right...
Work with a Florida Financial Advisor to Achieve Your Floridian Dreams
Figuring out your finances can be difficult. And if you're not from Florida, it can be even more complicated. That's why working with a financial advisor who understands the unique financial landscape of Florida could be beneficial. Here...
The SEC’s New Regulation BI: What Does It Mean for Investors?
Is Financial Advisors in compliance with the SEC's new Reg BI rule? The SEC's Regulation Best Interest ("Reg BI") is a new rule focused on ensuring that financial advisors act in their clients' best interest The rule requires financial...
Fiduciary Financial Advisors: Who They Are and What They Do?
If you're not familiar with the term "fiduciary," you're not alone. A fiduciary is a person or organization that has been legally entrusted to act in the best interest of another person or organization. The term "fiduciary" comes from the...
Planning a Successful Retirement as a Government Employee
Whether you're a government employee who is nearing retirement or you're still several years away, it's never too early to start thinking about and planning for retirement. There are some key things that government employees need to keep...
Ranked Fastest Growing Advisors To Watch!
As a financial advisor, my primary goal is to help clients grow and protect their wealth. However, with so many different financial advisors out there, it can be difficult to know who to trust. AdvisorHub.com created the "Advisors to...
Moving to Florida and Looking for Florida Financial Advisors: What Makes Them So Different?
Some characteristics help good financial advisors stand out from the rest. These traits make financial advisors different from others and ensure their clients get the best services. So, if you are looking for financial advisors in...
Financial Planning in Virginia, What is it?
Financial planning plays a vital role in helping people determine if they will be able to meet their outlines and goals in their path to financial success. Many people today live complex financial lives and they often struggle to plan for...
What is DAO? The Jargon-Free Beginner’s Guide
Decentralized Autonomous Organization (DAO) is a community-led entity with no central authority. DAO is pronounced as “Dow” like “the Dow Jones.” Unlike the traditional organizations that are governed by a board or executive committees,...
What are GAS Fees anyway?
There's nothing more frustrating than losing money. But that's exactly what happens when you pay high fees for crypto transactions... or fees on transactions that fail. What is a gas fee anyway? Gas fee is the term given to transaction...
What’s the Difference Between LAYER 1 and LAYER 2 Blockchains
With the increasing use of blockchain in different industries, the scalability issue has become paramount in its sustainability. Regardless of your familiarity with the blockchain space, you probably heard the terms ‘layer 1 or layer 2’....
The Truth About Crypto Staking
What is crypto staking? Staking is seen as the crypto world’s equivalent of earning interest or dividends by holding onto crypto assets. For example, when you deposit a certain amount of money in a savings account, the bank utilizes the...
What Is The Metaverse? It’s Meaning And What You Should Know
The Metaverse is a term that has been extremely popular lately within the sphere of crypto. Especially with the rise in popularity of non-fungible tokens (NFTs), it seems that there has never been more interest within this virtual world...
What is an NFT? – A Beginner’s Guide
Global NFTs saw an increase in year-on-year sales in March 2022. The Q1 of this year experienced the total NFT market trading volume at about $12.13 billion. And some institutions are estimating that this market will exceed $80 billion by...
Senior Financial Advisor and Bitcoin enthusiast , David Kassir attends Miami’s Annual Bitcoin 2022 Conference
May 4, 2022 – Miami, FL - Senior Financial Advisor and Bitcoin enthusiast, David Kassir of Manna Wealth Management attended Miami’s premier 2022 Bitcoin Conference. The four-day event brought together developers, business leaders,...
David Kassir attends Premier Industry Event – Barron’s Top Advisor Summit
Press Release Miami, FL, March 21-23, 2022: Manna Wealth Management’s Managing Director of Private Wealth Management David D. Kassir was selected to attend the Barron’s Top Advisor Independent Summit. The Barron’s Advisor Independent...
Finding the Right Financial Advisor
Let’s be honest: Making personal financial decisions can be challenging. There’s a variety of investment options, all of which carry some form of risk. And, of course, there are many types of retirement plans to choose from, each with...
Northern Virginia Magazine names David D. Kassir to the 2021 Top Financial Professionals List
Washington DC, Tysons Corner VA, Miami FL, July 12, 2021 -- In the August 2021 edition of Northern Virginia Magazine, the publication released their annual "Top Financial Professionals" list. This year marks the second year that Manna...
Choosing a Wealth Management Firm in Virginia
Wealth management firms are all different. You need to make sure to do the work to pick the right one for you. Wealth managers work with their clients to identify financial goals and map out a plan for achieving them that’s built around...
Miami Magazine – On The Clock feature Spotlights Miami Financial Advisor David D. Kassir
March 1, 2020- Miami Financial Advisor, David D. Kassir was featured in Miami Magazine's On The Clock expose'. This Tell All Expose' featured Two Miami Taste-makers giving insight as to what makes him successful in personal and business...
Miami Magazine featured Wealth Manager David D. Kassir in the 2019 Power Players issue
May 2019 – Husband and Wife David and Avisha Kassir featured in the 2019 Miami Magazine Power Players issue. David and Avisha were selected in this year’s Power couple issue in Miami, FL. After spending approximately 16 years in...
Miami Financial Advisor David Kassir attends Barron’s 100 Top Advisor Summit
September, 2019- Senior Financial Advisor & Managing Director David D. Kassir of Manna Wealth Management, with offices in Miami FL and Washington DC, was invited to attend the 2019 Barron’s 100. The 3 day conference by Invitation Only...
Miami, Washington DC Financial Advisor David D. Kassir Invited to CNBC Delivering Alpha Event
Manna Wealth Management’s Senior Financial Advisor, David D. Kassir invited to this year’s Delivering Alpha investor summit, September 19 at New York’s Pierre Hotel. About Delivering Alpha: Since 2010, CNBC has worked side by side...
Success by South Beach – Miami Financial Advisor David Kassir Featured to Speak
Senior Financial Advisor, David D. Kassir, with offices in Washington DC & Miami, FL was Featured to speak at Success by South Beach. This event was hosted at the SLS Hotel in Miami Beach, FL. on August 15 , 2019. The Event featured...
Financial Advisor David D. Kassir Attends 2019 Morningstar Investment Conference
David D. Kassir, Senior Financial Advisor & Managing Principal of Manna Wealth Management Attended the 2019 Morningstar #MICUS conference hosted at McCormick Place in Chicago, IL ( May 8, 2019). This year’s conference brings...
Financial Advisor David Kassir for 2019 Forbes Top Advisor Summit
Senior Financial Advisor, David D. Kassir, with offices in Washington DC & Miami, FL was invited to attend Forbes Advisor Summit at The Bellagio in Las Vegas, Nevada, February 25, 2019. This is the 3rd Annual Forbes Event...
Washington DC Financial Advisor – David D. Kassir invited to CNBC
Capital Exchange focuses on the confluence of policy, money and growth. Beyond the political posturing and partisan rancor, the policy decisions made in the corridors of the Capitol are informed by, and greatly affect, the boardrooms of...
Finding Right Financial Advisor in Crystal City, VA
When the news of Amazon broke out that it has chosen its second headquarters to be located in Crystal City, VA – Arlington, questions about population density, the potential for skyrocketing rents and rising costs in commerce immediately...
Financial Advisor David D. Kassir invited to CNBC Capital Exchange Summit hosted at the Intercontinential Hotel in Washington, DC
Capital Exchange focuses on the confluence of policy, money and growth. Beyond the political posturing and partisan rancor, the policy decisions made in the corridors of the Capitol are informed by, and greatly affect, the boardrooms of...
David D. Kassir, Financial Advisor, chosen to attend the Barron’s Regional Summit
DAVID KASSIR – Invited to be a part of the Barron’s Regional Summit Conference. Washington, DC (May 31, 2018)—Washington DC & Miami, FL . Senior Financial Advisor David D. Kassir, of Manna Wealth Management chosen along with 52 other...
Financial Advisor David Kassir Featured in Forbes Magazine
We expect our financial advisors to have an in-depth understanding of financial markets and investment products, of retirement planning and college funding. David Kassir expects even more of himself. “A mentor once told me, a great...
Financial Advisor David Kassir invited to attend Barrons Winner’s Circle 2nd year in a Row
Senior Financial Advisor David D. Kassir, of Manna Wealth Management in attendance at the exclusive renowned Barron’s Top Advisory Teams Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.
Financial Advisor David Kassir invited to attend Barron’s Winner Circle Top 100 Advisors
DAVID KASSIR – Attends Barron’s Winner Circle Top 100 Advisors Conference. Exclusive Conference Hosts gathering of Nation’s Financial Advisors and Industry Decision Makers. Palm Beach (September 26, 2016)—Washington DC & South...
Financial Advisor David Kassir featured in Miami Herald
Like Manna From Heaven, Trusted Financial Advisor David Kassir Gives His Beloved Clients True Peace of Mind WASHINGTON, Nov. 17, 2014 - PRNewswire. Senior Financial Advisor David D. Kassir, of Manna Wealth Management, attended the annual...
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