Our financial advisors help clients develop a comprehensive plan encompassing all areas of finances, including savings, taxes, retirement, inheritance and college funds, in addition to helping clients work out how they can achieve their financial aims. Our financial advisors create a strategy for accumulating wealth for retirement and personal goals. We also focus on managing financial assets with a performance level in mind. We take in consideration the total net worth of a family and weigh financial decisions made in relation to their overall investment portfolio and needs such as real estate, insurance, a business, charitable gifting and more.

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. Their main aim should be to assist individuals in reaching their financial goals, both short-term and long-term.

Saving for higher education can be a daunting task, but with the right financial planning, it is possible to make this goal more achievable. One popular method for saving for education is through a 529 plan. In this article, we will explore what a 529 plan is, its benefits, how to open one, and various strategies to maximize its potential. Whether you’re a parent, guardian, or an individual planning for your own education, this guide will provide you with the essential information you need to know about 529 plans. Source

What is a 529 Plan?
A 529 plan is a tax-advantaged savings plan designed to help individuals and families save for education expenses. , which governs these plans. The funds contributed to a 529 plan can be used to cover qualified education expenses, such as tuition, fees, books, supplies, and even room and board for eligible institutions.

Manna Wealth Management is a full-service financial planning and investment management firm based in Florida. With over a decade of experience, the company has a proven track record of helping clients reach their financial goals and achieve financial stability.

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