Florida Snowbirds: The 2025 RMD & State-Tax Strategy Checklist
As a Florida snowbird, you're already making a savvy lifestyle choice—escaping the cold while enjoying the sunshine and tax-friendly perks of the Sunshine State. But what if you could also turn that decision into a powerful tax planning opportunity in 2025? If you're...
Family Offices vs. Traditional Wealth Management—Which Fits Your 2025 Goals?
When planning your financial strategy for the year ahead, understanding the difference between a family office and traditional wealth management could be the key to unlocking better results. If you're a high-net-worth individual or family aiming to protect and grow...
SECURE 2.0 in 2025: New RMD Rules & What They Mean for Your Retirement
Are you turning 73 or 75 soon? If so, the 2025 RMD rules under SECURE Act 2.0 could significantly affect how and when you start withdrawing from your retirement accounts—and how much you owe in taxes. Whether you’re a retiree, a high-net-worth investor, or managing...
How to Find a Reputable Fiduciary Financial Advisor — And Why Manna Wealth Management Leads the Way in Holistic Financial Planning
When it comes to securing your financial future, finding a reputable fiduciary financial advisor is one of the most important decisions you'll make. A fiduciary is legally and ethically obligated to put your best interests first—an essential quality in today’s complex...
Tips for Finding the Best Financial Advisors in Northern Virginia
Choosing the right financial advisor can be one of the most important decisions you make when it comes to your financial future. Whether you're planning for retirement, saving for college, or looking to build long-term wealth, having a trusted expert by your side...
Why You Need a Financial Plan (Even If You Think You Don’t)
If you’re like many people I’ve worked with, the idea of creating a formal financial plan might seem unnecessary—especially if you’re earning well, paying your bills, and saving a little each month. But here's the truth: even if your financial life feels "under...
The Truth About Social Security in Florida: What You Should Know Before You File
Planning for retirement involves many important decisions, but perhaps none are as crucial—or as misunderstood—as the decision of when and how to file for Social Security benefits. If you live in Florida and are approaching retirement age, it’s time to take a deep,...
5 Smart Ways Florida Families Can Start Building Generational Wealth
Building generational wealth is not just about passing down money—it's about leaving a legacy that provides financial stability, opportunity, and empowerment for your children, grandchildren, and beyond. For families in Florida, where cost of living varies widely and...
How to Protect Your Money from Hurricanes, Inflation, and Other Financial Storms
Living in Florida means sunshine, beaches, and palm trees—but it also means preparing for financial volatility, both from the natural environment and the economic landscape. Between hurricane seasons, rising inflation, market instability, and unexpected global events,...
From Golf to Gulf: How Florida Offers Endless Activities for Retirees
Retirement is no longer a time to slow down — it's a chance to truly live. And for those who want to stay active, social, and engaged well into their golden years, Florida is unmatched in both opportunity and lifestyle. From world-class golf courses to serene boating...
Why Florida’s Tax Benefits Make It a Retirement Haven
When it comes to planning for retirement, one of the most important financial considerations is taxation. How much you keep of your hard-earned savings often matters more than how much you earn. That’s why for millions of retirees, Florida continues to rank as one of...
8 Must-Do Things Before 60 for a Stress-Free Retirement
Retirement doesn’t start at 65—it starts with the financial and life decisions you make well before then. If you’re approaching 60, the clock is ticking to ensure you’ve laid the foundation for a retirement that’s secure, enjoyable, and free from financial stress....
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