Tax-Smart Investing for California Residents

Tax-Smart Investing for California Residents

California is known for sunshine, opportunity, and innovation—but it’s also known for having some of the highest taxes in the nation. For investors, that means paying attention not only to how much you earn, but also to how much you keep after taxes. As Senior...

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How Malibu Residents Can Maximize Social Security Benefits

How Malibu Residents Can Maximize Social Security Benefits

For many Malibu residents, Social Security is just one piece of the retirement puzzle. While it may not cover the cost of a Malibu lifestyle on its own, maximizing Social Security benefits can provide a valuable source of reliable income. As Senior Financial Advisor,...

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Trusts vs. Wills: What Works Best for Malibu Families

Trusts vs. Wills: What Works Best for Malibu Families

For many Malibu families, building wealth is only part of the story. The other part is protecting it and making sure it’s passed on smoothly to the next generation. That’s where estate planning comes in. Two of the most common tools—trusts and wills—serve different...

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

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

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...

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What Happens If I Retire During a Market Downturn?

What Happens If I Retire During a Market Downturn?

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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How Do I Protect My Retirement Savings from Inflation?

How Do I Protect My Retirement Savings from Inflation?

One of the most common concerns I hear from clients at Manna Wealth Management is: “David, how do I protect my retirement savings from inflation?” It’s a great question, and one worth asking right now. Inflation is like a slow leak in your retirement bucket. Even if...

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Should I Convert My IRA to a Roth?

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...

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