The Future of Real Estate Investments in Malibu: Should You Buy, Sell, or Hold?
Malibu has always been more than just a place to live—it’s a global symbol of luxury, exclusivity, and lifestyle. For decades, owning property in Malibu has been seen as both a financial investment and a personal statement. But with today’s changing economy, many...
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...
Retirement Planning for Malibu Professionals and Business Owners
Malibu is known for its beauty, exclusivity, and lifestyle—but living and working here comes with unique financial challenges. High incomes often come with high taxes, and many professionals and business owners in Malibu face the question: How do I build a retirement...
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,...
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...
California Tax Planning: Strategies to Keep More of Your Wealth
California is a great place to live and build wealth, but it’s no secret that the state also has some of the highest taxes in the country. For professionals, business owners, and retirees in California, smart tax planning can make a big difference in how much of your...
Financial Planning for Malibu’s Creative Professionals: Actors, Artists, and Influencers
Living and working in Malibu offers a unique lifestyle—one filled with creativity, opportunity, and at times, unpredictability. Whether you are an actor landing roles in Hollywood, an artist showcasing your work, or a social media influencer building your brand, your...
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...
How Much Can I Safely Withdraw Each Year Without Running Out of Money?
When people come into my office here at Manna Wealth Management, one of the first questions they ask me is: “David, how much can I safely take out of my retirement accounts each year without running out of money?” It’s a fair question. You’ve worked hard, saved...
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...
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...
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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