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Should I Convert My IRA to a Roth?
When I meet with families at Manna Wealth Management, this question comes up a lot: “David, should I convert my IRA to a Roth?” It’s a fair question, and the truth is—there’s no one-size-fits-all answer. Sometimes it makes a lot of sense. Other times, it’s not the...
Customized Wealth Plans for Physicians and Medical Professionals
As a financial advisor who’s worked with high-income professionals for over two decades, I’ve seen firsthand the unique financial challenges and opportunities that physicians and medical professionals face. This article is written from my perspective to help guide you...
How Weather and Natural Disasters Impact Your Financial Plan in Florida
Living in Florida has many advantages — year-round sunshine, no state income tax, and a lifestyle that’s hard to beat. But as beautiful as our state is, it’s no secret that we’re also prone to hurricanes, flooding, and other natural disasters. As a wealth manager who...
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