Wealth Management Report - Living Your Dreams

Legislative changes aren't yet in a notice of ways and means motion

Setting a limit on wealth preserves opportunity for everyone, argues millionaire Scott Ellis.

There’s still time to chart a different course.

The “Money Guys,” Brian Preston and Bo Hanson, co-hosts of “The Money Guy Show,” a popular podcast, YouTube channel and financial education brand, recently surveyed 1,000 of their millionaire clients to ask them some key information about their finances, specifically, how they grew their wealth.

‘Some of the stocks pay dividends totaling around $90,000 annually’

Vehicles today are safer than ever, with systems designed to keep you in your lane, control your speed, and prevent crashes. However, these added safety features are making cars more expensive to repair, increasing the chances of your vehicle being written off after a crash.

For many Americans, Social Security has long been a bedrock of their retirement strategy. But according to some financial experts, that bedrock may be crumbling.

A financial expert called luxury home purchases a 'major ongoing financial burden.'

As the go-broke date for Social Security keeps moving up, how are you planning to fund your retirement?

Savvy investors can use 1031 exchanges to unlock value by moving capital across markets in a play called geographic arbitrage. These tax implications can make or break the strategy.

Why it matters and how it can transform your retirement.

One of the greatest fears seniors have as they movie into retirement is that they will outlive their money.

If you’ve lived in California for a while, you’ve probably noticed that what once felt “comfortable” financially doesn’t quite stretch as far as it used to.

Along with owning a home and the ability to retire comfortably, many people dream of being able to build generational wealth, or wealth that can be passed down to their children and grandchildren.