David Kassir Quoted in Moneywise: A $500K Inheritance — Vacation or the Kids’ Debt?

by | Oct 24, 2026 | Fiduciary Financial Advisor | 0 comments

David Kassir, Managing Director of Private Wealth Management at Manna Wealth Management, an SEC-registered fiduciary, was quoted in Moneywise in the article ‘$500K inheritance: vacation or kids’ debt?’ The article looks at a mother who inherited her own mother’s $500K home and wants to sell it and enjoy the proceeds, while her adult children are asking her to pay off their debts instead. On that question, David said: ‘It’s her house. She doesn’t need permission to enjoy her own inheritance, and her kids are adults.’ Read the full article on Moneywise: https://moneywise.com/managing-money/retirement-planning/inheritance-home-sale-vacation-kids-debt

David Kassir

Managing Director | Manna Wealth Management
Miami Beach, Florida

Manna Wealth Management provides specialized advice to help individuals and families make smart investments for their future. For over 30 years, we’ve been helping our clients create meaningful wealth through a thoughtful and custom-tailored approach. Our mission is to unlock the potential of each individual client by offering a comprehensive range of services designed to meet their specific needs. With David Kassir as the driving force behind Manna Wealth Management, we strive to build lasting relationships with our clients.