Capital Gains Tax: What Every Florida Investor Should Know
If you’re investing—whether in stocks, real estate, or even cryptocurrency—there’s one four-letter word you need to keep in mind: tax. Specifically, capital gains tax. As a financial advisor working with clients across Florida—from retirees in Naples to young...
Gifting Wealth While You’re Alive: Pros and Cons
When people think about passing on wealth, they often imagine it happening after they're gone. But what if I told you that gifting wealth during your lifetime might be one of the most powerful financial and emotional moves you can make? Whether you live in Boca Raton,...
Bonds vs. Stocks: Which Should You Prioritize in Today’s Market?
If you’re an investor in Florida wondering where to put your money right now—stocks or bonds—you’re not alone. I’ve had this conversation with countless clients from Naples to Jacksonville, especially in today’s uncertain economy. Rising interest rates, inflation...
Retirement Planning Tips for Business Owners
As a business owner in Florida, you’ve probably spent most of your adult life building something meaningful—whether it’s a law firm in Miami, a boutique in Sarasota, or a construction company in Jacksonville. You’ve taken the risk, made the sacrifices, and stayed up...
Approaching 60? Here’s Your Retirement Planning Checklist to Avoid Costly Mistakes
Retirement Is Around the Corner—Are You Ready? If you're approaching 60, retirement is no longer a distant idea—it's rapidly becoming your next big life chapter. Yet, many Americans in their late 50s and early 60s haven’t taken the final steps to ensure they can...
The Biggest Retirement Planning Mistake People Make in Their 50s—And How to Fix It Before It’s Too Late
Are You Making This Common Retirement Mistake in Your 50s? For many Americans, your 50s are your peak earning years—a time to enjoy the rewards of your hard work and prepare for the next phase of life: retirement. But there’s a critical mistake that thousands make...
Lost a Job? Here’s What to Do With Your Old 401(k) or Thrift Savings Plan
What to Do with an Old 401(k) or TSP After Job Loss Losing a job can feel like the rug’s been pulled out from under you—but your long-term financial security doesn’t have to go with it. If you’ve recently been laid off or left your employer, one of the most important...
Top Financial Mistakes to Avoid in Your 40s, 50s, and 60s
At Manna Wealth Management, we’ve spent decades guiding clients through every stage of life. One of the most common patterns we see? Costly financial missteps that could have been avoided with a little foresight and expert guidance. Whether you're in your 40s, 50s, or...
Next-Gen Wealth: How Manna Wealth Management Empowers Young Inheritors to Build and Preserve Generational Wealth
Welcome to the Future of Wealth Management As trillions of dollars shift from one generation to the next, a new class of investors is emerging—young inheritors of wealth who are digitally fluent, socially aware, and ready to explore beyond traditional investment...
How to Invest in Real Estate Without Being a Landlord
How to Invest in Real Estate Without Being a Landlord For many investors, real estate is a powerful tool for building long-term wealth, generating passive income, and hedging against inflation. However, not everyone wants to deal with the headaches of being a...
Top Financial Planning Mistakes to Avoid in Your 40s and 50s
our 40s and 50s are often your peak earning years—and also a critical time to make sure your financial plan is working for you, not against you. With retirement looming closer and life expenses still running high, it's easy to make decisions now that can compromise...
Understanding Backdoor Roth IRAs and Mega Backdoor Roths: A Guide for High-Income Earners
Understanding Backdoor Roth IRAs and Mega Backdoor Roths If you're a high-income earner looking to maximize your retirement savings and reduce long-term tax exposure, you've likely run into income limits that restrict contributions to a Roth IRA. Fortunately,...
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