Navigating Divorce and Finances: What Women Need to Know

Navigating Divorce and Finances: What Women Need to Know

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. The Unique Financial...

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Estate Planning Checklist: What You Need Before You Turn 60

Estate Planning Checklist: What You Need Before You Turn 60

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....

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Wealth Management for Beginners: Where to Start

Wealth Management for Beginners: Where to Start

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...

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The Best Retirement Accounts for Building Long-Term Wealth

The Best Retirement Accounts for Building Long-Term Wealth

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...

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Active vs. Passive Investing: Which Is Right for You?

Active vs. Passive Investing: Which Is Right for You?

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...

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Why Tax Planning Should Be Part of Your Wealth Strategy

Why Tax Planning Should Be Part of Your Wealth Strategy

When most people think about building wealth, they immediately picture investment portfolios, real estate assets, retirement accounts, or even business ventures. Over my 28+ years in private wealth management, I’ve seen time and again that the most successful...

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How to Teach Kids About Saving and Investing

How to Teach Kids About Saving and Investing

I’ve worked with multiple generations of families, helping them secure their financial futures. One of the most rewarding aspects of my work is watching parents not only build wealth—but also pass down financial wisdom to their children. And that’s where one of the...

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Gifting Wealth While You’re Alive: Pros and Cons

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. Whether you live in Boca Raton, Tampa, or anywhere along Florida’s beautiful coast, chances are you’ve worked hard to build your wealth. And if you're like many of my...

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