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Posts tagged wealth management

What you should expect from your investment manager

What you should expect from your investment manager

personal financeCristina LivadaryAugust 23, 2024personal history, investment advice, investment, markets, risk tolerance, taxes, financial life planning, fiduciary, wealth management

Mana’s Mid Year 2024 Market & Economic Update

Mana’s Mid Year 2024 Market & Economic Update

Market UpdatesCristina LivadaryAugust 9, 2024markets, stocks, history, inflation, investment, lessons, wealth management

Mana’s 2024 Retreat Reflections

Mana’s 2024 Retreat Reflections

Mana updatesCristina LivadaryMay 17, 2024retreat, wealth management, financial life planning, teamwork, planning, goals, growth mindset

What are My Long-Term Care Options for Elderly Parents? Assisted Living to Nursing Homes Explained

What are My Long-Term Care Options for Elderly Parents? Assisted Living to Nursing Homes Explained

aging parents, sandwich generationCristina LivadaryApril 19, 2024family, financial life planning, long term care, retirement, wellbeing, wealth management, benefits, insurance, advice, safety, aging

Maximizing Investment Returns: The Art of Tax Loss Harvesting

Maximizing Investment Returns: The Art of Tax Loss Harvesting

InvestingCristina LivadaryMarch 22, 2024tax loss harvesting, taxes, stocks, markets, investment advice, financial life planning, wealth management

Unlock the Potential of a Backdoor Roth IRA: A Guide to Tax-Free Growth

Unlock the Potential of a Backdoor Roth IRA: A Guide to Tax-Free Growth

InvestingCristina LivadaryFebruary 9, 2024rothIRA, IRA, 401k, retirement, financial life planning, savings, investment, financial advice, manifest money, wealth management

Mana’s Q4 2023 Economic and Market Review

Mana’s Q4 2023 Economic and Market Review

Market UpdatesCristina LivadaryJanuary 26, 2024markets, investment, financial life planning, financial advice, Employment, cash, wealth management, stock market, liquidity, bonds

Will vs. Trusts: Estate planning simplified

Will vs. Trusts: Estate planning simplified

aging parents, sandwich generationCristina LivadaryNovember 17, 2023estate planning, will, trust, financial life planning, aging, family, benefits, assets, wealth management, psychology, relationships

Mana's 3rd Quarter Economic And Market Update

Mana's 3rd Quarter Economic And Market Update

Market UpdatesCristina LivadaryNovember 3, 2023markets, investment, financial life planning, financial advice, empl, wealth management, stock market, liquidity, cash, bonds

Cracking the Code of High Yield Savings

Cracking the Code of High Yield Savings

personal financeCristina LivadaryOctober 20, 2023savings, high yield savings, investment advice, financial life planning, education, wealth management, manifest money, emergency fund, interest rates, inflation

Making your child a millionaire

Making your child a millionaire

family planning & kids, sandwich generationCristina LivadaryOctober 6, 2023children, investment, financial life planning, family, education, manifest money, wealth management

Mana’s 2nd Quarter Economic and Market Update

Mana’s 2nd Quarter Economic and Market Update

Market UpdatesCristina LivadaryAugust 11, 2023markets, investment, financial advice, financial life planning, employee stock options, wealth management, stock market, liquidity, technology

Demystifying Share Buybacks: A Guide for Private Company Stockholders

Demystifying Share Buybacks: A Guide for Private Company Stockholders

stock compensationCristina LivadaryJuly 28, 2023stock options, restricted stock units, employee stock options, benefits, compensation, financial life planning, manifest money, wealth management, planning

Mana’s 5th Birthday!

Mana’s 5th Birthday!

Mana updatesCristina LivadaryJuly 14, 2023anniversary, lessons, milestones, financial life planning, manifest money, wealth management, personal history, celebration

Lessons from our 2023 Retreat

Lessons from our 2023 Retreat

Mana updatesCristina LivadaryMay 19, 2023retreat, development, growth mindset, wealth management, planning, education, teamwork, career

When, and how, to talk about money in new relationships

When, and how, to talk about money in new relationships

personal financeCristina LivadaryApril 7, 2023manifest money, wealth management, financial advice, love, relationships, financial empowerment, psychology, goals

How a 529 plan can create generational wealth for your children

How a 529 plan can create generational wealth for your children

family planning & kidsCristina LivadaryMarch 10, 2023retirement, investment advice, financial life planning, children, education, wealth management, family

Mana’s 2022 Market Review

Mana’s 2022 Market Review

Market UpdatesCristina LivadaryJanuary 26, 2023stock market, investment, planning, wealth management, money, news, bonds

Mana's 2022 Year End Blog

Mana's 2022 Year End Blog

Mana updatesCristina LivadaryDecember 16, 2022investment, restricted stock units, retirement, financial life planning, wealth management, taxes, celebration, conversations, economy

Credit cards: Myths vs. Reality

Credit cards: Myths vs. Reality

personal financeCristina LivadaryDecember 2, 2022spending, perks, rewards, financial advice, credit, wealth management, behavior