What Exactly does a Financial Advisor do?
A Financial Advisor is a professional who provides guidance and advice on managing your finances. They typically assist in various areas of finance such as investments, retirement planning, tax strategies, insurance, and estate planning. Their main aim should be to...
529 Plan: A Comprehensive Guide to Saving for Education
Saving for higher education can be a daunting task, but with the right financial planning, it is possible to make this goal more achievable. One popular method for saving for education is through a 529 plan. In this article, we will explore what a 529 plan is,...
Secure a Bright Future: How Saving Up for Education Planning May Change Your Life
In today's competitive world, a good education is essential for the success and future of our children. As parents, it is our responsibility to ensure that our children have access to quality education that can open doors to numerous opportunities. However, the rising...
David D. Kassir Selected as One of 200 Fast Growing Advisors to Watch
Press Release: MIAMI, FL | June 22, 2023 With double the number of nominees this year from over 374 firms vying for the title. The criteria for selection included a minimum of seven years experience, $100m minimum AUM, and a clean regulatory record. The advisors...
What are the Tax Advantages of a 401(k) or an IRA
Retirement savings are essential for securing financial stability in the golden years. Two popular retirement savings options in the United States are the 401(k) and the IRA (Individual Retirement Account). Both these plans offer significant tax advantages that...
How can I plan for Unexpected Medical Expenses
Medical emergencies can strike at any time, and the associated costs can be overwhelming. To protect yourself and your finances, it's crucial to plan for unexpected medical expenses. By taking proactive steps and making informed decisions, you can better...
How Can I Plan for a Financially Secure Divorce?
Divorce is a challenging life event that can have significant financial implications. Planning for a financially secure divorce requires careful consideration of various factors to ensure your long-term stability. In this article, we will guide you through the steps...
How Can I Plan for Early Retirement?
Understanding Early Retirement Planning for early retirement is a goal that many individuals aspire to achieve. The concept of leaving the workforce earlier than the traditional retirement age can be enticing, offering more freedom, flexibility, and time to pursue...
David Kassir, CEO of Manna Wealth Management, Attends 2023 Bitcoin Conference in Miami Beach for Third Year In a Row
Miami Beach, FL - David Kassir CEO of Manna Wealth Management, attends the 2023 Bitcoin Conference in Miami Beach for the third year in a row. David sees the Bitcoin conference as a key opportunity to keep up-to-date with the newest trends and innovations in Bitcoin....
Want to retire comfortably? Use the Rule of 70 to Estimate how long it will take you to reach your Financial Goals.
For anyone wondering how to best plan for retirement, the Rule of 70 can provide invaluable insight. The concept can help investors understand both the power of compound interest and how long it takes for investments to double. Whether you're a savvy investor looking...
What Happens to 401k when you Die?
How Does a 401k Work? A 401k is an employer-sponsored retirement plan that allows employees to save money for their future while deferring taxes on those funds until they are withdrawn in retirement. It also allows employers to match employee contributions up...
A Few Things You Need to Know About Capital Gains Taxes in the United States
When it comes to taxation, the United States has a complex system with many different types of taxes. One type of tax that some people may not be familiar with is the capital gains tax. In short, capital gains taxes are levied on the profit from the sale of an...
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