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Scooped by
Enzo Calamo
Today, 11:15 AM
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It makes sense for your husband to take care of finances while you look after the kids — right? Wrong. Here's why you need to get up to speed — fast.
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Scooped by
Enzo Calamo
Today, 11:15 AM
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The cost of summer vacations at home and abroad is higher this year, but that doesn't mean you have to miss out. These tips can help prevent lasting damage.
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Scooped by
Enzo Calamo
Today, 11:14 AM
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You're supposed to slow down in retirement, but many do the exact opposite. Here is why treating retirement like a full-time job is a big mistake, and what you can do instead.
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Scooped by
Enzo Calamo
Today, 11:13 AM
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Accumulating wealth for retirement is one thing, having a solid income structure and tax plan is another. Without them, savings could quietly drain away.
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Enzo Calamo
Today, 11:12 AM
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Worried about rising rates? Here’s how to avoid a bigger bill after you stop working.
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Enzo Calamo
Today, 1:47 AM
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Enzo Calamo
July 9, 9:27 AM
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As Social Security barrels toward projected cuts, some wonder if a newly launched federal savings initiative could effectively privatize the program.
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Scooped by
Enzo Calamo
July 9, 9:26 AM
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529 plans offer convenience and potential tax benefits when saving for education. That said, there are still a range of rules you’ll need to know (and follow).
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Scooped by
Enzo Calamo
July 9, 9:24 AM
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When your savings are meant for the next generation, your investment timeline isn't yours anymore. Our Wealth Wise columnist explains how to adjust.
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Scooped by
Enzo Calamo
July 9, 9:23 AM
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Preventive health spending is a type of risk management that can lower future costs while protecting your health and your money. Here's how it works.
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Scooped by
Enzo Calamo
July 9, 9:22 AM
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Everyone — not just corporate executives — should map out their finances, tax strategy and healthcare needs to be ready for retirement on their own terms.
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Scooped by
Enzo Calamo
July 9, 9:20 AM
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Feeling secure enough to retire can be hard to define, especially during periods of economic uncertainty, and the decision isn't always about affordability.
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Scooped by
Enzo Calamo
July 9, 2:36 AM
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Enzo Calamo
July 9, 2:35 AM
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Enzo Calamo
July 8, 9:40 PM
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Enzo Calamo
July 8, 9:40 PM
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Enzo Calamo
July 8, 9:30 PM
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Enzo Calamo
July 8, 9:29 PM
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Scooped by
Enzo Calamo
July 8, 9:15 PM
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Enzo Calamo
July 8, 9:15 PM
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Enzo Calamo
July 8, 9:04 PM
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Enzo Calamo
July 8, 8:07 PM
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Enzo Calamo
July 8, 6:32 PM
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Often called the Great Wealth Transfer, the inheritances are expected to be the largest passage of generational wealth in history.
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Scooped by
Enzo Calamo
July 8, 2:49 PM
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Give some thought to how your identity, your relationships and your routine will change. Teresa Amabile is a professor emerita at the Harvard Business School and coauthor of Retiring: Creating a Life That Works for You. You and your colleagues conducted more than 200 interviews, including multiple interviews over several years, with 14 professionals who were making the transition to retirement. Why did you focus on that demographic? So much research has shown how health and wealth affect
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Scooped by
Enzo Calamo
July 8, 2:49 PM
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think you have all the rules down pat? even longtime benEficiaries are stumped sometimes.
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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.
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