David Kassir, Managing Director of Manna Wealth Management and Fiduciary Wealth Advisor, was quoted in MoneyLion in the article “Surprise Fall Expenses That Bleed Into Your Winter Budget,” published November 4, 2026.
In the article, David discusses tax-loss harvesting and required minimum distributions, and shares: “What I tell clients is to treat fall as a planning season, not just a spending season.”
Read the full article here: Surprise Fall Expenses That Bleed Into Your Winter Budget
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.