Smart Senior Daily | October 14, 2026 No, the IRS Isn’t Depositing $4,427 Into Your Bank Account David Kassir, Managing Director of Private Wealth Management at Manna Wealth Management, was quoted by Smart Senior Daily on the viral claim that the IRS is...
UNILAD | October 13, 2026 David Kassir, Managing Director of Private Wealth Management at Manna Wealth Management, was quoted by UNILAD on the end of the 234-year US penny tradition, explaining how cash rounding to the nearest nickel could affect households that rely...
When people hear the words investment management and financial planning, they may assume they mean the same thing. When people hear the words investment management and financial planning, they may assume they mean the same thing. They do not. The two services can work...
When people think about building and managing wealth, investment returns are often one of the first things that come to mind. Investors may ask: What investments should I own? How should my portfolio be diversified? Should I invest more in stocks or bonds? How much...
Choosing the right financial professional can be challenging, especially when you see credentials such as CFP®, CFA®, and CPA after someone’s name. Although these designations are well known, they represent different areas of education, experience, and...
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