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Next-Gen Wealth: How Manna Wealth Management Empowers Young Inheritors to Build and Preserve Generational Wealth

Next-Gen Wealth: How Manna Wealth Management Empowers Young Inheritors to Build and Preserve Generational Wealth

by Dkassir | Jun 5, 2025 | Miami Financial Advisor

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

A Florida Parent’s Guide to 529 Plans: Tax Benefits, Investment Options & Changing Beneficiaries

by Dkassir | May 30, 2025 | Miami Financial Advisor

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

Florida Snowbirds: The 2025 RMD & State-Tax Strategy Checklist

by Dkassir | May 26, 2025 | Miami Financial Advisor

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...
How to Find a Reputable Fiduciary Financial Advisor — And Why Manna Wealth Management Leads the Way in Holistic Financial Planning

How to Find a Reputable Fiduciary Financial Advisor — And Why Manna Wealth Management Leads the Way in Holistic Financial Planning

by Dkassir | May 22, 2025 | Miami Financial Advisor

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...
5 Smart Ways Florida Families Can Start Building Generational Wealth

5 Smart Ways Florida Families Can Start Building Generational Wealth

by Dkassir | May 20, 2025 | Miami Financial Advisor

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...
How to Protect Your Money from Hurricanes, Inflation, and Other Financial Storms

How to Protect Your Money from Hurricanes, Inflation, and Other Financial Storms

by Dkassir | May 20, 2025 | Miami Financial Advisor

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,...
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  • The Biggest Retirement Planning Mistake People Make in Their 50s—And How to Fix It Before It’s Too Late
  • Lost a Job? Here’s What to Do With Your Old 401(k) or Thrift Savings Plan
  • Top Financial Mistakes to Avoid in Your 40s, 50s, and 60s
  • Next-Gen Wealth: How Manna Wealth Management Empowers Young Inheritors to Build and Preserve Generational Wealth

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