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...

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...

Divorce is more than a legal process — it’s a life-altering financial event. As a wealth manager who has guided clients through countless transitions, I’ve seen how divorce impacts women uniquely — emotionally, legally, and especially financially. This article is...

Living in Florida provides some unique financial advantages — no state income tax, favorable estate tax laws, and an ever-growing population of high-net-worth retirees and professionals. But if you’re serious about building wealth efficiently, it’s not just about...

Turning 60 is a major milestone — and one that comes with both freedom and responsibility. If you’re like many of the clients I work with at Manna Wealth Management, you’ve spent a lifetime building your wealth, raising a family, and making smart financial decisions....

When I meet with someone new to wealth management, I often hear the same question: “Where do I even start?” It’s a fair question—and one I’ve answered many times over the years. Whether you’re in your early 20s just entering the workforce in Miami, a family looking to...

When it comes to retirement, the single most powerful factor is time. The earlier you start planning and investing, the better positioned you’ll be to live comfortably—and confidently—in the future. But knowing how and where to invest your retirement dollars is just...

One of the most frequent questions I get from clients—whether they're in Miami, Orlando, or Naples—is this: "Should I be actively managing my investments, or is it better to take a passive approach?" The answer, like many things in wealth management, isn’t...

When most people hear the term “life insurance,” they think of it as simply a safety net—a way to provide financial support to loved ones in the event of an untimely death. But for those of us in the world of wealth and estate planning, life insurance is much more...

For decades, Florida has been a magnet for retirees. As someone who’s advised individuals and families for over 20 years—many of whom made the move to the Sunshine State—I can tell you that Florida offers far more than just palm trees and beach sunsets. It offers...

When it comes to building lasting wealth, there’s one concept that I believe stands above the rest in its ability to quietly but profoundly change lives: the power of compounding. Over my 28 years in private wealth management, I’ve worked with individuals and families...

When most people think about building wealth, they immediately picture investment portfolios, real estate assets, retirement accounts, or even business ventures. But there's one essential pillar of wealth management that is often overlooked—and it can make a...