Wealth Management Report - Living Your Dreams
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March 26, 2014 10:43 AM
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Bonds: Buy, sell or hold? - MarketWatch

Bonds: Buy, sell or hold? - MarketWatch | Wealth Management Report - Living Your Dreams | Scoop.it
Bonds: Buy, sell or hold? MarketWatch Founder of Merriman Wealth Management, a Seattle-based investment advisory firm, he is the author of numerous books on investing: "Financial Fitness Forever," "Live It Up Without Outliving Your Money," and the...
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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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A Majority of Americans Now Support Seizing Wealth From AI Industry

A Majority of Americans Now Support Seizing Wealth From AI Industry | Wealth Management Report - Living Your Dreams | Scoop.it
A new survey shows that a majority of Americans support forcing AI companies to transfer 50 percent of their stock into a public fund.
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Stop Chasing Long-Term Bonds: Why the 'Belly' of the Yield Curve Is Your Best Bet

Stop Chasing Long-Term Bonds: Why the 'Belly' of the Yield Curve Is Your Best Bet | Wealth Management Report - Living Your Dreams | Scoop.it
Long-term bonds can be a trap in the current market. Discover this simple strategy to earn higher yields with short-term Treasuries and corporate bond funds.
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5 Ways to Pass on the Inheritance Your Kids Need More Than Money

5 Ways to Pass on the Inheritance Your Kids Need More Than Money | Wealth Management Report - Living Your Dreams | Scoop.it
Wisdom can be a far greater gift than money. After all, what good is an inheritance if children don't know the values behind it or have the skills to handle it?
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Today, 10:39 AM
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A 2026 Tax Playbook for High Earners: Stealth Taxes and Wins

A 2026 Tax Playbook for High Earners: Stealth Taxes and Wins | Wealth Management Report - Living Your Dreams | Scoop.it
The OBBBA set some "tax traps" that target some of the executive suite's financial perks. Here's how you can dodge those sneaky ambushes.
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What $300K, $600K, and $900K Will Pay You in Retirement

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If You Don't Learn the Japanese Money Secret (Your Salary Will Never Be Enough)

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July 13, 9:33 PM
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5 Things Solomon Kept Out of His House to Guard His Wealth

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July 13, 7:12 PM
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20 financial industry secrets that quietly cost you money

20 financial industry secrets that quietly cost you money | Wealth Management Report - Living Your Dreams | Scoop.it
From hidden fund fees to the fine print in your card agreement, these are the industry practices that profit from what customers never think to question
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July 13, 7:09 PM
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20 things that happen when you ignore your finances

20 things that happen when you ignore your finances | Wealth Management Report - Living Your Dreams | Scoop.it
Financial neglect is a slow accumulation of small problems that compound quietly until they aren't small anymore. These are the 20 most common ways it plays out
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July 13, 7:05 PM
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4 Ways to Save When Car Shopping in a Tough Market

4 Ways to Save When Car Shopping in a Tough Market | Wealth Management Report - Living Your Dreams | Scoop.it
There aren't many deals to be had these days, but savvy buyers can still save a bit at the dealership if they know where there's room to negotiate.
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July 13, 7:05 PM
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A Financial Pro on Paying Off Your Mortgage Before Retiring

A Financial Pro on Paying Off Your Mortgage Before Retiring | Wealth Management Report - Living Your Dreams | Scoop.it
Your decision will depend on several factors, such as your interest rate, the tax impact, your available deductions and your cash flow situation.
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July 13, 7:04 PM
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7 Signs You're Ready to Retire — Even If You Don't Feel It

7 Signs You're Ready to Retire — Even If You Don't Feel It | Wealth Management Report - Living Your Dreams | Scoop.it
Retirement readiness is more about data than feelings. Focus on the hard numbers — your savings, income and debt — to determine whether you're truly prepared.
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July 13, 12:52 PM
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$750K vs. $2M vs. $5M net worth: Here’s what changes at each level for US boomers looking to retire

$750K vs. $2M vs. $5M net worth: Here’s what changes at each level for US boomers looking to retire | Wealth Management Report - Living Your Dreams | Scoop.it
Baby boomers collectively have $85 trillion but it’s far from fairly distributed. Here’s what your retirement could look like at three distinct levels of wealth.
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July 13, 12:52 PM
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More Americans are struggling to repay credit card bills for groceries as costs rise

More Americans are struggling to repay credit card bills for groceries as costs rise | Wealth Management Report - Living Your Dreams | Scoop.it
More than a quarter of US working-age adults who used credit cards to cover grocery costs last year struggled to repay their bills in full later on, according to the Urban Institute.
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This Retirement Strategy Could Boost Your Fixed-Income by 23%

This Retirement Strategy Could Boost Your Fixed-Income by 23% | Wealth Management Report - Living Your Dreams | Scoop.it
Using annuities alongside the 4% rule can increase retirement income by as much as 23%.
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July 13, 12:51 PM
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AI Financial Advice May Be More Dangerous Than You Think

AI Financial Advice May Be More Dangerous Than You Think | Wealth Management Report - Living Your Dreams | Scoop.it
Researchers found AI chatbots gave inconsistent and sometimes biased answers to common money questions.
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July 13, 12:50 PM
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Gen Z-ers share how they’re achieving financial freedom — and the old ideas they’re leaving behind

Gen Z-ers share how they’re achieving financial freedom — and the old ideas they’re leaving behind | Wealth Management Report - Living Your Dreams | Scoop.it
A stable job and a nice home have become less accessible to young Americans. Many are taking new paths to pursue their dreams.
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July 13, 12:47 PM
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The simple, Stanford-backed hypnosis technique that can quiet your inner critic

The simple, Stanford-backed hypnosis technique that can quiet your inner critic | Wealth Management Report - Living Your Dreams | Scoop.it
Forget the swinging pocket watches, scientists are now praising hypnotherapy as a powerful tool to fight mental and physical pain July 11, 2026 I’m sitting with my back straight, my eyes closed and my iPad resting on my lap. “Let one hand float up in the air as if it were a balloon,” a soothing voice tells me from the speakers, and I do as it commands. Soon I feel as if my whole body is weightless. Next, I have to visualise the goal that I want to achieve – I choose the writing of this article.
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'Subsidized Adulting': Can You Afford to Help Your Children Financially?

'Subsidized Adulting': Can You Afford to Help Your Children Financially? | Wealth Management Report - Living Your Dreams | Scoop.it
Supporting your adult kids shouldn’t mean risking your retirement. Our Wealth Wise columnist explains how to help them when times are tough.
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July 13, 12:42 PM
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The Retirement Trap Most People Don’t See Coming

The Retirement Trap Most People Don’t See Coming | Wealth Management Report - Living Your Dreams | Scoop.it
Preparing for retirement isn’t just about money.
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July 13, 12:36 PM
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Our selfish boomer parents are living their best lives while we struggle

Our selfish boomer parents are living their best lives while we struggle | Wealth Management Report - Living Your Dreams | Scoop.it
As over-65s jet off in retirement, resentful millennials are left juggling childcare and mortgages while watching their inheritance vanish
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July 13, 12:29 PM
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Credit Card Holders Are Using ‘Friendly Fraud’ to Get Back at Retailers

Credit Card Holders Are Using ‘Friendly Fraud’ to Get Back at Retailers | Wealth Management Report - Living Your Dreams | Scoop.it
An old consumer protection is being wielded way more, and with questionable intent.
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July 13, 11:47 AM
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How to Realize Any Dream You Have: A Four-Step Wealth-Building Formula

How to Realize Any Dream You Have: A Four-Step Wealth-Building Formula | Wealth Management Report - Living Your Dreams | Scoop.it
Learn Alexander Green’s four-step formula for turning realistic dreams into reality by setting specific financial goals, using AI to gain crucial knowledge, and building daily habits over time.
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July 12, 10:13 PM
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Retirees have questions for financial advisers. Here's what they want to know.

Retirees have questions for financial advisers. Here's what they want to know. | Wealth Management Report - Living Your Dreams | Scoop.it
Increasingly, retirees are turning to financial advisers for the first time to help. Here's what they are asking.
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Retirement didn't slow me down. At 75, I'm living out of a backpack and traveling the world.

Retirement didn't slow me down. At 75, I'm living out of a backpack and traveling the world. | Wealth Management Report - Living Your Dreams | Scoop.it
Updated Jul 12, 2026, 11:14 PM GMT Christine Casady has been traveling the world in retirement with her husband, Rick. Provided by Christine Casady. This as-told-to essay is based on a conversation with Christine Casady, a 75-year-old retiree from the US. It has been edited for length and clarity. My husband is an avid traveler, and thanks to that, we've been traveling extensively for almost three decades. Ten years before I retired, we started taking longer trips, spending a couple of months at
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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.