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David Kassir Quoted in Moneywise: The Lost $30,000 CD and How Unclaimed Property Recovery Works

David Kassir Quoted in Moneywise: The Lost $30,000 CD and How Unclaimed Property Recovery Works

by Dkassir | Oct 26, 2026 | Fiduciary Financial Advisor

David Kassir, Managing Director of Manna Wealth Management, an SEC-registered fiduciary wealth management firm, was quoted in Moneywise in an article by Christy Bieber about a saver who discovered a long-lost CD with a $30,000 balance, only to learn her bank has no...
David Kassir Quoted in Mansion Global: The Ripple Effect of California’s Proposed Billionaire Tax

David Kassir Quoted in Mansion Global: The Ripple Effect of California’s Proposed Billionaire Tax

by Dkassir | Oct 25, 2026 | Fiduciary Financial Advisor

David Kassir, Managing Director of Manna Wealth Management, an SEC-registered fiduciary, was quoted in Mansion Global in the article ‘The Ripple Effect of California’s Proposed Billionaire Tax.’ The article examines whether California’s proposed one-time 5% tax on...
David Kassir Quoted in Moneywise: A $500K Inheritance — Vacation or the Kids’ Debt?

David Kassir Quoted in Moneywise: A $500K Inheritance — Vacation or the Kids’ Debt?

by Dkassir | Oct 24, 2026 | Fiduciary Financial Advisor

David Kassir, Managing Director of Manna Wealth Management, an SEC-registered fiduciary, was quoted in Moneywise in the article ‘$500K inheritance: vacation or kids’ debt?’ The article looks at a mother who inherited her own mother’s $500K home and wants...
David Kassir Quoted in Yahoo Finance: Social Security Says It’s Cleaning Up Millions of Records

David Kassir Quoted in Yahoo Finance: Social Security Says It’s Cleaning Up Millions of Records

by Dkassir | Oct 22, 2026 | Fiduciary Financial Advisor

David Kassir, Managing Director of Manna Wealth Management, an SEC-registered fiduciary wealth management firm, was quoted in Yahoo Finance in the article “Social Security says it’s cleaning up millions of records. What that means for you.” Kassir...
David Kassir Quoted in Moneywise: Couples, Cash and a $33K Pokémon Habit

David Kassir Quoted in Moneywise: Couples, Cash and a $33K Pokémon Habit

by Dkassir | Oct 22, 2026 | Fiduciary Financial Advisor

David Kassir, Managing Director of Manna Wealth Management, an SEC-registered fiduciary, was quoted in Moneywise in the article ”You’ve married poorly’: Arkansas woman’s husband calls his $33,000 Pokémon card stash a ‘portfolio.”...
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  • David Kassir Quoted in Yahoo Finance: How Much Waiting Until 40 To Invest Could Cost You in Retirement
  • David Kassir Quoted in MoneyLion: Investing at 40 vs. 25: The $544K Retirement Savings Gap
  • David Kassir Quoted in MoneyLion: Surprise Fall Expenses That Bleed Into Your Winter Budget

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