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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...
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...
Lost a Job? Here’s What to Do With Your Old 401(k) or Thrift Savings Plan
What to Do with an Old 401(k) or TSP After Job Loss Losing a job can feel like the rug’s been pulled out from under you—but your long-term financial security doesn’t have to go with it. If you’ve recently been laid off or left your employer, one of the most important...Top Financial Mistakes to Avoid in Your 40s, 50s, and 60s
At Manna Wealth Management, we’ve spent decades guiding clients through every stage of life. One of the most common patterns we see? Costly financial missteps that could have been avoided with a little foresight and expert guidance. Whether you’re in your 40s,...
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