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California Tax Planning: Strategies to Keep More of Your Wealth

California Tax Planning: Strategies to Keep More of Your Wealth

by Dkassir | Sep 10, 2025 | Fiduciary Financial Advisor

California is a great place to live and build wealth, but it’s no secret that the state also has some of the highest taxes in the country. For professionals, business owners, and retirees in California, smart tax planning can make a big difference in how much of your...
Financial Planning for Malibu’s Creative Professionals: Actors, Artists, and Influencers

Financial Planning for Malibu’s Creative Professionals: Actors, Artists, and Influencers

by Dkassir | Sep 10, 2025 | Fiduciary Financial Advisor

Living and working in Malibu offers a unique lifestyle—one filled with creativity, opportunity, and at times, unpredictability. Whether you are an actor landing roles in Hollywood, an artist showcasing your work, or a social media influencer building your brand, your...
How Can I Leave Money to My Kids Without Heavy Taxes?

How Can I Leave Money to My Kids Without Heavy Taxes?

by Dkassir | Aug 20, 2025 | Fiduciary Financial Advisor

One of the most common questions I hear from families at Manna Wealth Management is: “David, how can I leave money to my kids without Uncle Sam taking a big chunk of it?” It’s a good question, and it comes from a place of love. You’ve worked hard, you’ve saved, and...
How Much Can I Safely Withdraw Each Year Without Running Out of Money?

How Much Can I Safely Withdraw Each Year Without Running Out of Money?

by Dkassir | Aug 20, 2025 | Fiduciary Financial Advisor

When people come into my office here at Manna Wealth Management, one of the first questions they ask me is: “David, how much can I safely take out of my retirement accounts each year without running out of money?” It’s a fair question. You’ve worked hard, saved...
What Happens If I Retire During a Market Downturn?

What Happens If I Retire During a Market Downturn?

by Dkassir | Aug 20, 2025 | Fiduciary Financial Advisor

This is a question I get all the time at Manna Wealth Management: “David, what happens if I retire right when the stock market is down?” It’s a valid concern. Nobody wants to start retirement just as the market takes a dive. After all, you’ve spent decades building...
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  • The Future of Real Estate Investments in Malibu: Should You Buy, Sell, or Hold?
  • Tax-Smart Investing for California Residents
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  • How Malibu Residents Can Maximize Social Security Benefits
  • Trusts vs. Wills: What Works Best for Malibu Families

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