Wealth Management Report - Living Your Dreams
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March 25, 2014 3:11 AM
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Gino Terriaca on the benefit of family trusts for medical professionals

Gino Terriaca explains the benefit of family trusts for medical professionals.
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Wealth Management Report - Living Your Dreams
The #1 UHNW Finance and Wealth Management Newswire
Curated by Enzo Calamo
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Canadians are getting a one-time grocery payment this summer. Here’s when

Canadians are getting a one-time grocery payment this summer. Here’s when | Wealth Management Report - Living Your Dreams | Scoop.it
Canadians will see their one-time groceries benefit payment on June 5, Canada Revenue Agency Secretary of State Wayne Long announced Friday.
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Chart: Europeans Pay the Most for Public Transport | Statista

Chart: Europeans Pay the Most for Public Transport | Statista | Wealth Management Report - Living Your Dreams | Scoop.it
This chart shows the countries with the highest estimated average monthly revenue per public transport user.
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‘That’s not the function of money’: A viral TikTok explains how to really get rich, using a millionaire mindset

‘That’s not the function of money’: A viral TikTok explains how to really get rich, using a millionaire mindset | Wealth Management Report - Living Your Dreams | Scoop.it
Is he right?
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6 Purchases Quiet Millionaires Never Make, According to Rachel Cruze

6 Purchases Quiet Millionaires Never Make, According to Rachel Cruze | Wealth Management Report - Living Your Dreams | Scoop.it
Quiet millionaires are on the rise, and they have money habits that everyone can learn from.
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America's newest millionaires don't feel rich, say it's not 'what it used to be'

America's newest millionaires don't feel rich, say it's not 'what it used to be' | Wealth Management Report - Living Your Dreams | Scoop.it
"There is always that concern: Am I going to be OK?" Apr 16, 2026 Marvin Xu, a newly minted millionaire and Seattle-based software engineer, told The Washington Post that he doesn't perceive his financial status as particularly significant relative to when he grew up in the early 2000s. Raised by a father also in the tech field, he was taught that achieving millionaire status was a rare lifetime goal. "It's a nice milestone," he remarked. "But of course, a million dollars then isn't what it is
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One of New York City’s new millionaire residents: Kathy Hochul

One of New York City’s new millionaire residents: Kathy Hochul | Wealth Management Report - Living Your Dreams | Scoop.it
With $1.86 million in income in 2025, the Democratic governor would be subject to tax she’s opposed.
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4 Secrets I've Learned From Studying TFSA Millionaires

4 Secrets I've Learned From Studying TFSA Millionaires | Wealth Management Report - Living Your Dreams | Scoop.it
Discover four powerful lessons from studying TFSA millionaires, including the habits, strategies, and stock choices that help build long‑term wealth.
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Financial Times expert explains money-making tip Brits 'can't afford not to know about'

Financial Times expert explains money-making tip Brits 'can't afford not to know about' | Wealth Management Report - Living Your Dreams | Scoop.it
An estimated 10,000 people are now millionaires having used this method, with one as young as 33
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How Average Earners Can Achieve High Net Worths Through Consistent Saving and Smart Strategies

How Average Earners Can Achieve High Net Worths Through Consistent Saving and Smart Strategies | Wealth Management Report - Living Your Dreams | Scoop.it
Even if you don't earn a high salary, you can build a high net worth by saving consistently. Automate your savings and pay yourself first. Avoid lifestyle creep: as you earn more, don't needlessly spend more.
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They Moved Abroad for a Cheaper Life. But at What Cost?

They Moved Abroad for a Cheaper Life. But at What Cost? | Wealth Management Report - Living Your Dreams | Scoop.it
A record number of Americans are leaving for more affordable countries. But it doesn’t always go as planned.
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2 expensive mistakes most retirees make — and how to avoid them

2 expensive mistakes most retirees make — and how to avoid them | Wealth Management Report - Living Your Dreams | Scoop.it
‘We call them “King Tut” subjects — they’re buried with their gold’
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This creative money transfer strategy among family members could raise red flags with CRA

This creative money transfer strategy among family members could raise red flags with CRA | Wealth Management Report - Living Your Dreams | Scoop.it
FP Answers: Prescribed rate loans can be a powerful income-splitting tool but only if you follow the rules carefully
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The Common Strategy 401(k) Millionaires Use

The Common Strategy 401(k) Millionaires Use | Wealth Management Report - Living Your Dreams | Scoop.it
There's no magic involved in building a small fortune. Here's what it takes to make it happen.
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Millions of millionaires don’t feel rich — the big problem with financial anxiety (and how to solve it quickly

Millions of millionaires don’t feel rich — the big problem with financial anxiety (and how to solve it quickly | Wealth Management Report - Living Your Dreams | Scoop.it
Only 36% of American millionaires feel wealthy.
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The Compound Growth Theory and Why You Need it in Retirement

The Compound Growth Theory and Why You Need it in Retirement | Wealth Management Report - Living Your Dreams | Scoop.it
It's important for your portfolio to keep growing.
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Canadians: Here's How Much You'll Likely Need in Your TFSA to Retire

Canadians: Here's How Much You'll Likely Need in Your TFSA to Retire | Wealth Management Report - Living Your Dreams | Scoop.it
The Vanguard FTSE Canadian High Dividend Yield Index ETF (TSX:VDY) is a great passive income for retirees to stash in a TFSA.
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Dave Ramsey Says You Should Pay off Your Mortgage Early. But Not Before Doing This

Dave Ramsey Says You Should Pay off Your Mortgage Early. But Not Before Doing This | Wealth Management Report - Living Your Dreams | Scoop.it
Don't forgo saving for retirement.
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These are the 7 boomer money habits millennials left behind — and what they’re doing instead

These are the 7 boomer money habits millennials left behind — and what they’re doing instead | Wealth Management Report - Living Your Dreams | Scoop.it
About 73% of wealth in the U.S. is owned by Americans over 55.
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The richest families have used this tactic to stay wealthy for generations — how to take advantage in 2026 and beyond

The richest families have used this tactic to stay wealthy for generations — how to take advantage in 2026 and beyond | Wealth Management Report - Living Your Dreams | Scoop.it
Hint: It doesn't cost any money.
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7 Simple Money Habits That Can Strengthen Your Retirement Over Time

7 Simple Money Habits That Can Strengthen Your Retirement Over Time | Wealth Management Report - Living Your Dreams | Scoop.it
They won't take much time.
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Is Your Index Fund Really Diversified?

Is Your Index Fund Really Diversified? | Wealth Management Report - Living Your Dreams | Scoop.it
Market concentration is making even the total market index funds top-heavy.
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You’re 50 With $0 Saved for Retirement. What Do You Do Now?

You’re 50 With $0 Saved for Retirement. What Do You Do Now? | Wealth Management Report - Living Your Dreams | Scoop.it
Here are five steps you can take now.
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4 costly financial pitfalls that hit grieving spouses — and the steps to take now to protect yourself later

4 costly financial pitfalls that hit grieving spouses — and the steps to take now to protect yourself later | Wealth Management Report - Living Your Dreams | Scoop.it
Grief can cloud your judgment, and some decisions can have dire consequences in the future
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8 easy money moves that take an hour or less — is ignoring them costing you more than you think?

8 easy money moves that take an hour or less — is ignoring them costing you more than you think? | Wealth Management Report - Living Your Dreams | Scoop.it
You can change your finances while watching your favourite show.
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8 Gold‑Buying Myths That Keep People in Their 50s and 60s From Ever Getting Started

8 Gold‑Buying Myths That Keep People in Their 50s and 60s From Ever Getting Started | Wealth Management Report - Living Your Dreams | Scoop.it
To start, getting exposure to gold isn't just for the ultra-wealthy.
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Curated by Enzo Calamo
Enzo is the CEO of Lugen Family Office, CEO of Medici Family Office, a best selling author, and a social entrepreneur. Enzo is the most trusted Consigliere to several UHNW families and a sought after speaker.