Wealth Management Report - Living Your Dreams

A recent Wall Street Journal poll found that nearly three-quarters of Americans no longer believe in the American Dream, defined as “if you work hard, you’ll get ahead.”

That’s what one of my buddies told me this past August as the market was sliding. He and I were discussing investing, and I mentioned that I had put some money to work.

Retirees: these are the only three dividend stocks you need to get started in creating passive income during retirement.

BlackRock's Anne Ackerley discusses why Americans are beginning to rethink annuities as a way to get guaranteed income in retirement.

If you, like hundreds of thousands of Americans, plan to retire abroad, then you’re probably weighing your options based on factors such as quality of life, affordability, and health care.

The rise of AI in banking is also a concern for many Canadians

Nearly two-thirds of organizations surveyed plan to or have implemented financial wellbeing programs

Discover the top 10 cheapest travel destinations from Canada, offering incredible experiences and adventures without breaking the bank

Forty percent who plan to travel don’t have the means to cover out-of-pocket costs

Most Canadians (64%) said they are willing to pay a premium on imported goods to offset carbon emissions associated with shipping

The majority plan to travel domestically

Dana Blue is an estate-planning attorney who helps families navigate assets after a loved one dies. Inheritances can create an opportunity to purchase a house, return to school, or run a business. They can also tear siblings apart and lead to losing a family legacy or even bankruptcy.

Every generation needs to work with a budget and track expenses in order to stay financially on track. Millennials are no exception.

Of the last five social generations in the Western world (baby boomers, Generation X, millennials, Generation Z and Generation Alpha), Generation X has been the group most defined by a sense of self-conscious “cool,” as well as using irony and cynicism as a means of remaining (or appearing) aloof.

Gen Z, generally defined as those born between 1997 and 2012, accounts for nearly 25% of the population. Their spending power and wealth are undeniable, as indicated in a report on Gen Z spending.

Automakers discontinue older models for various reasons, such as changes in consumer preferences, to get rid of uncompetitive models or to eliminate models that compete with others in their lineup, according to J.D. Power.

According to an emailed survey from Chime, a leading banking platform, the impact of the paycheck cycle on social life is significant.

Relocating to a new country — whether to retire or just for a year or two — carries risks

The burden is rising among this economic class, he says.

Numerous variables go into every retirement projection, making it an inexact science at best. This is why it always pays to allow for some “wiggle room” when it comes to forecasting your future retirement account balance.

Expediting retirement riches isn’t as elusive as you might think.

Experts are overlooking one common trait among U.S. seniors.

What kind of life quality do you get in the bargain?

Your lender might just play ball.

Check yourself before your wreck your wealth.