Wealth Management Report - Living Your Dreams
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May 31, 2019 1:37 PM
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A Retirement Checklist: 8 Steps to Take Now

A Retirement Checklist: 8 Steps to Take Now | Wealth Management Report - Living Your Dreams | Scoop.it
Planning for retirement obviously is a big job, so it helps to break it down into a series of goals that you can check off as you go.
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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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Scooped by Enzo Calamo
February 7, 10:47 PM
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Here are 5 assets that smart rich retirees never buy, while poor ones often do

Here are 5 assets that smart rich retirees never buy, while poor ones often do | Wealth Management Report - Living Your Dreams | Scoop.it
Many novice investors fall into these traps.
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February 7, 10:41 PM
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How to Position Investments to Minimize Taxes for Your Heirs

How to Position Investments to Minimize Taxes for Your Heirs | Wealth Management Report - Living Your Dreams | Scoop.it
To minimize your heirs' tax burden, you need to focus on strategically aligning your investment account types and assets with your estate plan, as well as pay attention to the potential impact of RMDs.
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February 7, 4:47 PM
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Here’s how many Americans actually have a net worth of $1 million or more and why the number might surprise you

Here’s how many Americans actually have a net worth of $1 million or more and why the number might surprise you | Wealth Management Report - Living Your Dreams | Scoop.it
But many of these new millionaires don’t actually feel rich at all.
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February 7, 4:46 PM
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Millionaires tax introduced in Washington

Millionaires tax introduced in Washington | Wealth Management Report - Living Your Dreams | Scoop.it
A new tax on earnings over $1 million could soon become a reality in Washington state.
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February 7, 4:46 PM
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Are you a 'hidden millionaire'? Here are 6 money mistakes to avoid.

Are you a 'hidden millionaire'? Here are 6 money mistakes to avoid. | Wealth Management Report - Living Your Dreams | Scoop.it
America has a growing population of "hidden millionaires," who got rich on retirement savings and real estate. They need help with money management.
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February 7, 4:45 PM
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Financial Habits To Build In Your 20s & 30s To Be A Millionaire By 40

Financial Habits To Build In Your 20s & 30s To Be A Millionaire By 40 | Wealth Management Report - Living Your Dreams | Scoop.it
Want to become a millionaire by 40? Build these financial habits in your 20s and 30s, from automating your Roth IRA to strategic job changes.
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February 7, 4:45 PM
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'I'm a self-made millionaire – here's why buying gift cards will keep you poor'

'I'm a self-made millionaire – here's why buying gift cards will keep you poor' | Wealth Management Report - Living Your Dreams | Scoop.it
Mark Tilbury, who runs a multi-million-dollar firm and boasts more than seven million subscribers on YouTube, claimed that gift cards are 'basically a scam'
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February 7, 4:38 PM
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Should you join the rush for venture-capital trusts?

Should you join the rush for venture-capital trusts? | Wealth Management Report - Living Your Dreams | Scoop.it
Tax relief on these investments will be cut from April, says David Prosser
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February 7, 4:38 PM
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How a dovish Federal Reserve could affect your investments

How a dovish Federal Reserve could affect your investments | Wealth Management Report - Living Your Dreams | Scoop.it
Trump’s pick for the central bank is not so much of a yes-man as his rival, but rates will come down fast
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February 7, 4:37 PM
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Remember - gold isn’t an investment, it’s insurance

Remember - gold isn’t an investment, it’s insurance | Wealth Management Report - Living Your Dreams | Scoop.it
Britain’s best-selling financial magazine
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February 7, 4:36 PM
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The importance of making a will

The importance of making a will | Wealth Management Report - Living Your Dreams | Scoop.it
... there’s a way to pre-empt arguments and unexpected tax bills
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February 7, 4:32 PM
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Should there be more OAS clawbacks as the program costs more and more?

Should there be more OAS clawbacks as the program costs more and more? | Wealth Management Report - Living Your Dreams | Scoop.it
John De Goey: We’re saddling our children and grandchildren with too much debt with the current rules
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February 7, 4:32 PM
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Warren Buffett’s Advice for Anyone Over 50

Warren Buffett’s Advice for Anyone Over 50 | Wealth Management Report - Living Your Dreams | Scoop.it
Patience, simplicity and discipline are key.
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February 7, 4:30 PM
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‘Best time to get rich is approaching': Robert Kiyosaki predicted up to 15,000% upside in these 3 assets. Was he right?

‘Best time to get rich is approaching': Robert Kiyosaki predicted up to 15,000% upside in these 3 assets. Was he right? | Wealth Management Report - Living Your Dreams | Scoop.it
'If you don’t learn how to make money in your sleep… you’ll never be rich.’
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February 7, 11:38 AM
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How Much Money Do You ACTUALLY Need To Retire in 2026

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February 7, 11:38 AM
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Rules Of Financial Independence

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February 7, 11:37 AM
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This Is How to Actually Make Compounding Work For You

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February 7, 11:24 AM
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This is The LOWEST Amount You Need to Live Off Compounding.

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February 7, 11:07 AM
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7 Assets to Buy and Hold FOREVER in 2026

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February 7, 11:06 AM
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15 Signs That Someone is FAKE RICH

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February 7, 11:06 AM
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10 Asset Lies Keeping You Poor

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February 7, 11:05 AM
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The SHOCKING Reason Banks Think You'll Stay Poor Forever

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February 7, 11:05 AM
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10 Frugal Habits the Rich Use to Stay Rich in 2026

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February 7, 11:04 AM
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7 Broken Assets That Won't Work Anymore (2026 UPDATE)

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February 7, 11:04 AM
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Rich People Use Debt Differently Than Poor People

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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.