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If you’re an investor in Florida wondering where to put your money right now—stocks or bonds—you’re not alone. I’ve had this conversation with countless clients from Naples to Jacksonville, especially in today’s uncertain economy. Rising...

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...

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...

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...

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...

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,...

Retirement is no longer a time to slow down — it's a chance to truly live. And for those who want to stay active, social, and engaged well into their golden years, Florida is unmatched in both opportunity and lifestyle. From world-class...

When it comes to planning for retirement, one of the most important financial considerations is taxation. How much you keep of your hard-earned savings often matters more than how much you earn. That’s why for millions of retirees,...

If you’re a small business owner with kids, you’ve got an untapped opportunity to elevate both your business and your children’s future. By legally hiring your kids to work for your business, you can reduce your taxable income while...

The Basics of Short-Term Rental Taxation As short-term rental properties grow in popularity among real estate investors, so do the questions surrounding how they are taxed and structured. These properties receive unique tax treatment from...

How to Master Money Together Without the Stress or Fights Money doesn’t just talk—it can yell, whisper, or even go silent in a relationship. Whether you’re dating seriously, newly married, or decades into your partnership, financial...

When you’re self-employed in Florida—whether you’re running your own business, freelancing, or hustling gig work—retirement planning often takes a back seat. There’s no HR department setting up a 401(k) for you, no automatic payroll...

Your Step-by-Step Guide to Rollover Options and Tax Consequences Switching jobs can be both exciting and nerve-wracking—new opportunities, new challenges, but also a lot of logistical changes. One thing that often gets overlooked in the...

Strategies to Weather the Storm and Protect Your Wealth A recession can feel like a storm on the horizon—uncertainty, job losses, and market volatility all swirling in a way that can make anyone feel anxious. The good news? Preparation is...

Simple Investment & Savings Habits That Actually Work If you're in your 30s, this is one of the most important decades of your financial life. You’ve likely started making a steady income, you may have some debt to manage, and you're...

A Financial Advisor is a professional who provides guidance and advice on managing your finances. They typically assist in various areas of finance such as investments, retirement planning, tax strategies, insurance, and estate planning....

For anyone wondering how to best plan for retirement, the Rule of 70 can provide invaluable insight. The concept can help investors understand both the power of compound interest and how long it takes for investments to double. Whether...

What Is a 401k? A 401k is one of the most popular and powerful retirement savings vehicles available in the United States. It offers many advantages, such as tax benefits, employer contributions, and portability when you change jobs....

Figuring out your finances can be difficult. And if you're not from Florida, it can be even more complicated. That's why working with a financial advisor who understands the unique financial landscape of Florida could be beneficial. Here...

As a financial advisor, my primary goal is to help clients grow and protect their wealth. However, with so many different financial advisors out there, it can be difficult to know who to trust. AdvisorHub.com created the "Advisors to...

May 2019 – Husband and Wife David and Avisha Kassir featured in the 2019 Miami Magazine Power Players issue.  David and Avisha were selected in this year’s Power couple issue in Miami, FL.  After spending approximately 16 years in...

September, 2019- Senior Financial Advisor & Managing Director David D. Kassir of Manna Wealth Management, with offices in Miami FL and Washington DC, was invited to attend the 2019 Barron’s 100. The 3 day conference by Invitation Only...

When the news of Amazon broke out that it has chosen its second headquarters to be located in Crystal City, VA – Arlington, questions about population density, the potential for skyrocketing rents and rising costs in commerce immediately...

Capital Exchange focuses on the confluence of policy, money and growth. Beyond the political posturing and partisan rancor, the policy decisions made in the corridors of the Capitol are informed by, and greatly affect, the boardrooms of...

DAVID KASSIR – Invited to be a part of the Barron’s Regional Summit Conference. Washington, DC (May 31, 2018)—Washington DC & Miami, FL . Senior Financial Advisor David D. Kassir, of Manna Wealth Management chosen along with 52 other...

We expect our financial advisors to have an in-depth understanding of financial markets and investment products, of retirement planning and college funding. David Kassir expects even more of himself. “A mentor once told me, a great...

Senior Financial Advisor David D. Kassir, of Manna Wealth Management in attendance at the exclusive renowned Barron’s Top Advisory Teams Summit, hosted by Barron’s magazine to promote best practices in the industry and the value of advice to the investing public.

DAVID KASSIR – Attends Barron’s Winner Circle Top 100 Advisors Conference. Exclusive Conference Hosts gathering of Nation’s Financial Advisors and Industry Decision Makers.  Palm Beach (September 26, 2016)—Washington DC & South...

Like Manna From Heaven, Trusted Financial Advisor David Kassir Gives His Beloved Clients True Peace of Mind WASHINGTON, Nov. 17, 2014 - PRNewswire. Senior Financial Advisor David D. Kassir, of Manna Wealth Management, attended the annual...