DAVID KASSIR, Connect with Us!

@DavidKassir
financial planningretirement planninginvestment planning

Managing Director | Private Wealth @ Manna Wealth Management | Fiduciary Financial Advisory | Securities offered through BRWM. Connect with Us 👇👇
Take the time to really understand your Federal Retirement – here’s what we cover with a Free Retirement Review: ✅Pension Calculation for a given Retirement date ✅FERS Retirement ✅CSRS (Civil Service) Retirement ✅Best time to retire for optimal income ✅TSP analysis and contribution recommendations ✅Life Insurance Cost – Now and in the future ✅Social Security Supplement and Social Security at 62 and 66 Advice on other general questions? Connect with us 👇🏻 Mannawealthmanagement.com #tsp #fers #federalretirement #retire #retirement
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A good retirement starts with a good retirement plan, and before you leave the safety of a steady salary or income, you want to make sure your plan is as rock solid as you can make it. Ifyou haven’t already, the first thing anyone needs to do before retiring is to devise a retirement plan that is tailored to their goals and factors in things like cost of living, medical expenses, and Social Security! Need Help Setting a Course to Retirement? Schedule a Complementary call and Learn about your Retirement options ! 👇🏻 mannawealthmanagement.com #retire #retirement #wealth #2023 #fiduciary
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Planning for a Successful Marriage in Retirement - knows that there are ups and downs. As is the case with any meaningful relationship, you do not always see eye to eye in every circumstance. Sometimes, that results in a disagreement, but usually, you end up working it out, compromising, or at the very least agreeing to disagree. When it comes to transitioning to retirement, a fair amount of strain can be put on even the happiest of marriages. With any major life change, there comes an adjustment period and a time to manage your expectations and reach compromises with your spouse about what you see your retirement looking like. Start the Conversation 👇🏻 mannawealthmanagement.com #marriage #retirement #wealth #fiduciary
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Lottery Winners – Take Control of Your Wealth with the Help of a Financial Advisor 👇🏻 https://mannawealthmanagement.com/lottery-winners-take-control-of-your-wealth-with-the-help-of-a-financial-advisor/Lottery #lotto #lottery #lotterywinner #Financial #FIDUCIARY
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Rule of 72 Crunch the Numbers The rule of 72 is an easy, back-of-the-napkin way to figure out how long it will take invested money to double given a set interest rate or growth rate. How it works 👇🏻👇🏻 To use the rule, just divide the number 72 by your annual interest rate. So, if your money is earning 7% every year, it will double in about: 72 / 7 = 10.3 years On the other hand, if your money is earning 2% every year, it will double in about: 72 / 2 = 36 years (ouch) When used You might use the rule of 72 if you want to: Compare investments Put investments side by side to figure out which might be best for growing your money. For more Strategies to help you gain the Insight you need 👉🏻mannawealthmanagement.com #finance #financialplanning #fiduciary
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What you need to know about 401(k) and Social Security changes in 2023. 👇🏻 Here’s an overview of the contribution limits for 2023. 👉🏻Annual contributions to 401(k), 403(b) and most 457 plans will increase to $22,500. Catch-up contributions for people aged 50+ will increase to $7,500. That means if you’re over age 50 you can contribute up to $30,000 this year.1 👉🏻Annual contributions to traditional and Roth IRAs will increase to $6,500. Catch-up contributions remain at $1,000 — if you’re over 50 you can contribute up to $7,500 this year.2 👉🏻Income and phase-out ranges for retirement plan contributions are also increasing, allowing more people to take advantage of these tax-advantaged savings options. Here’s an overview of important changes to Social Security benefits for 2023.4 👉🏻Social Security recipients will see their monthly payments increase by 8.7% starting in January 2023. This is the largest Social Security cost of living adjustment in 40 years. 👉🏻The average retiree benefit will increase by approximately $146 per month. 👉🏻The maximum Social Security monthly benefit for those retiring at full retirement age is increasing from $3,345 to $3,627. 👉🏻The maximum earnings subject to Social Security taxes is increasing from $147,000 to $160,200. 👉🏻Workers who claim Social Security benefits before their full retirement age can earn up to $21,240 in 2023 without facing a reduction in benefits. 👉🏻The average benefit for spouses, widowed and disabled workers is also increasing. 👉🏻Medicare Part B premiums, typically deducted from Social Security benefits, are decreasing by approximately 3% for 2023 for the majority of participants. For more information about estimating your benefit amounts, Timing and Claiming Strategies Schedule a Call Today or visit us at MannaWealthManagement.com #socialsecurity #401k #TSP #federalretirement #tax #retire
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2023 Tax Brackets (Taxes due April 2024) The 2023 tax year will have the same seven federal income tax brackets: 10%, 12%, 22%, 24%, 32%, 35% and 37%. Your filing status and taxable income, including wages, will determine the bracket you’re in. Get 2023 Started on the right path 👇🏻 mannawealthmanagement.com #tax #taxplan #financialfreedom #wealth
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At 2.30pm ET on Wednesday, February 1, the Fed will announce their first decision of 2023 for the Federal Funds rate. An increase of 0.25 percentage points, taking rates to 4.50-4.75% is firmly expected. #interestrates #interest #policy #fed #FederalReserve
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Financial Planning strategies for 2023 👇🏻 Rising interest rates, high inflation, market volatility, and uncertain times call for greater client proactivity and different planning strategies. Hear how leading financial advisors at Manna Wealth Management are preparing for the year ahead in topics areas such as: ✅What they are doing as a result of tax legislative changes Key Areas Also hear about financial planning strategies they are considering for clients in the areas of: ➡️ Tax ➡️ Estate ➡️ Retirement ➡️ Investments ➡️ Risk management ➡️ Charitable planning ➡️ Education planning Start the Conversation Today, Email us via MannaWealthManagement.com #financialplanning #tax #wealthmanagement #interestrates #planning #investments
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Not your usual Cast of Characters when doing Retirement Planning! Get the Guidance in 2023 and Start the Year Right👇🏻. MannaWealthManagement.com #retirement #finance #wealth #retirement
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What To Do When You Win the Lottery While that type of windfall is way outside of the mainstream of reality for most people, it’s not uncommon for some of us to suddenly find ourselves sitting on a more earthly windfall such as can occur through an inheritance, a settlement, or perhaps a stroke of good luck with an investment or even lottery winnings. Start the Conversation MannaWealthManagement.com #lotto #lottery #winner #inheritance #settlement
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How To Manage A Large Cash Windfall You just came into a lot of money. A person is much more likely to receive an inheritance, legal settlement, or other assets that alter their financial status. It might not be billions, millions, or even hundreds of thousands, but it’s still enough that requires preparation. So, what do you do? Get to Know MannaWealthManagement.com #lotto #settlement #lottery #windfall
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