David Kassir, Managing Director of Manna Wealth Management, an SEC-registered fiduciary wealth management firm, was quoted in the opening of the MarketWatch Picks article “It might seem ‘simple and silly,’ but ask yourself these questions before you retire” by Alisa Wolfson. The article walks through the simple questions people should ask themselves before they retire, the kind of questions that are easy to put off and expensive to answer late: what you want your days to look like, what you will actually spend, where your income will come from, when to claim Social Security, and how taxes and health care fit into the picture. David’s work as a fiduciary financial advisor is built around asking those questions early, while there is still time to act on the answers. Read the full article on MarketWatch Picks: https://www.marketwatch.com/picks/it-might-seem-simple-and-silly-but-ask-yourself-these-questions-before-you-retire-148a1d8d
Solve Issues
Which Issue are you here to solve?