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The Top Financial Mistakes Couples Make—and How to Fix Them

The Top Financial Mistakes Couples Make—and How to Fix Them

by Dkassir | May 1, 2025 | Miami Financial Advisor

How to Master Money Together Without the Stress or Fights Money doesn’t just talk—it can yell, whisper, or even go silent in a relationship. Whether you’re dating seriously, newly married, or decades into your partnership, financial stress is one of the top causes of...
Smart Ways to Save for Retirement If You’re Self-Employed

Smart Ways to Save for Retirement If You’re Self-Employed

by Dkassir | May 1, 2025 | Miami Financial Advisor

When you’re self-employed in Florida—whether you’re running your own business, freelancing, or hustling gig work—retirement planning often takes a back seat. There’s no HR department setting up a 401(k) for you, no automatic payroll deductions going into a retirement...
What Happens to Your 401(k) When You Switch Jobs?

What Happens to Your 401(k) When You Switch Jobs?

by Dkassir | May 1, 2025 | Miami Financial Advisor

Your Step-by-Step Guide to Rollover Options and Tax Consequences Switching jobs can be both exciting and nerve-wracking—new opportunities, new challenges, but also a lot of logistical changes. One thing that often gets overlooked in the hustle of transitioning to a...
How to Prepare Financially for a Recession in 2025

How to Prepare Financially for a Recession in 2025

by Dkassir | May 1, 2025 | Miami Financial Advisor

Strategies to Weather the Storm and Protect Your Wealth A recession can feel like a storm on the horizon—uncertainty, job losses, and market volatility all swirling in a way that can make anyone feel anxious. The good news? Preparation is your best defense. In 2025,...
How to Build Wealth in Your 30s Without Taking Big Risks

How to Build Wealth in Your 30s Without Taking Big Risks

by Dkassir | May 1, 2025 | Miami Financial Advisor

Simple Investment & Savings Habits That Actually Work If you’re in your 30s, this is one of the most important decades of your financial life. You’ve likely started making a steady income, you may have some debt to manage, and you’re trying to balance...
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Recent Posts

  • Approaching 60? Here’s Your Retirement Planning Checklist to Avoid Costly Mistakes
  • The Biggest Retirement Planning Mistake People Make in Their 50s—And How to Fix It Before It’s Too Late
  • Lost a Job? Here’s What to Do With Your Old 401(k) or Thrift Savings Plan
  • Top Financial Mistakes to Avoid in Your 40s, 50s, and 60s
  • Next-Gen Wealth: How Manna Wealth Management Empowers Young Inheritors to Build and Preserve Generational Wealth

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