How Weather and Natural Disasters Impact Your Financial Plan in Florida
Living in Florida has many advantages — year-round sunshine, no state income tax, and a lifestyle that’s hard to beat. But as beautiful as our state is, it’s no secret that we’re also prone to hurricanes, flooding, and other natural disasters. As a wealth manager who...
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...
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....
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...
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...
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...
Why So Many Retirees Choose Florida — and How to Plan for It
For decades, Florida has been a magnet for retirees. As someone who’s advised individuals and families for over 20 years—many of whom made the move to the Sunshine State—I can tell you that Florida offers far more than just palm trees and beach sunsets. It offers...
What Is the Power of Compounding and Why It Is Such an Important Concept?
When it comes to building lasting wealth, there’s one concept that I believe stands above the rest in its ability to quietly but profoundly change lives: the power of compounding. Over my 28 years in private wealth management, I’ve worked with individuals and families...
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...
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...
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...
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...
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