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Retirement Planning Tips for Business Owners
As a business owner in Florida, you’ve probably spent most of your adult life building something meaningful—whether it’s a law firm in Miami, a boutique in Sarasota, or a construction company in Jacksonville. You’ve taken the risk, made the sacrifices, and stayed up...
Next-Gen Wealth: How Manna Wealth Management Empowers Young Inheritors to Build and Preserve Generational Wealth
Welcome to the Future of Wealth Management As trillions of dollars shift from one generation to the next, a new class of investors is emerging—young inheritors of wealth who are digitally fluent, socially aware, and ready to explore beyond traditional investment...
A Florida Parent’s Guide to 529 Plans: Tax Benefits, Investment Options & Changing Beneficiaries
If you’re living in Florida and thinking about saving for your child’s education, chances are you’ve heard of a 529 college savings plan. These plans are super flexible, offer big tax benefits, and come with investment choices that can really help your money...
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...
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