Wealth Management Report - Living Your Dreams
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Asking Millionaires How They Got RICH! (Dallas)

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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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The Assets Governments Can’t Touch (Even in Collapse)

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‘I’m an investment expert - this simple strategy will make you an ISA millionaire’

‘I’m an investment expert - this simple strategy will make you an ISA millionaire’ | Wealth Management Report - Living Your Dreams | Scoop.it
'Becoming an ISA millionaire needn't be a fantasy,' the expert says.
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Inside the portfolios of millionaire investors

Inside the portfolios of millionaire investors | Wealth Management Report - Living Your Dreams | Scoop.it
Telegraph Money lifts the lid on where the nation’s wealthiest investors are putting their money
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6 Tricks of TFSA Millionaires

6 Tricks of TFSA Millionaires | Wealth Management Report - Living Your Dreams | Scoop.it
Here's how Canadians can use the TFSA to create long-term wealth over the next decade.
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Property millionaires set for $100k windfall as prices soar

Property millionaires set for $100k windfall as prices soar | Wealth Management Report - Living Your Dreams | Scoop.it
Perth’s newly minted property millionaires are set for a $100,000 windfall, with one of the nation’s big banks forecasting property values will rise nearly 11 per cent this year.
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More Americans are breaking their way into the 401(k) millionaire club than ever. Here’s what they’re doing

More Americans are breaking their way into the 401(k) millionaire club than ever. Here’s what they’re doing | Wealth Management Report - Living Your Dreams | Scoop.it
It’s a club that may not be as exclusive as you think it is.
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Want to cash in your gold with prices at historic highs? Here's how to sell it

Want to cash in your gold with prices at historic highs? Here's how to sell it | Wealth Management Report - Living Your Dreams | Scoop.it
A look at where to sell the yellow metal in Canada, how it’s priced, and some tips for finding reputable buyers
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These are the TFSA and RRSP tricks that can make you a fortune

These are the TFSA and RRSP tricks that can make you a fortune | Wealth Management Report - Living Your Dreams | Scoop.it
TFSA vs. RRSP: Financial advisers share how to optimize your choice of investment vehicle to its full potential
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February 8, 5:00 PM
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Is your retirement too frugal? Why the 4% rule creator says you might be cheating yourself out of life

Is your retirement too frugal? Why the 4% rule creator says you might be cheating yourself out of life | Wealth Management Report - Living Your Dreams | Scoop.it
Managing a portfolio for 40 to 50 years is a marathon
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February 8, 4:52 PM
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Your Instincts Are Destroying Your Wealth

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Get Rich By Living Frugally — Follow These 10 Tips That ACTUALLY Work (for MAXIMUM Returns)

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February 8, 11:57 AM
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What Net Worth Puts You in the Upper Class in 2026?

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February 8, 11:44 AM
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Here’s why everything changes once you’ve hit $2M for retirement (and not for the better). Can you protect your riches?

Here’s why everything changes once you’ve hit $2M for retirement (and not for the better). Can you protect your riches? | Wealth Management Report - Living Your Dreams | Scoop.it
Only 32% of American millionaires consider themselves “wealthy.”
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February 8, 9:50 AM
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The Retirement Problems No Calculator Can Predict

Most retirement plans don’t fail in the way people expect. They don’t collapse overnight. There’s no dramatic moment where the money suddenly runs out and the plan is exposed as flawed. The ones that were planned very well by people who ran the numbers over and over again. The assumptions were reasonable. The numbers worked. The projections held up under stress tests. If you handed the spreadsheet to a professional, they’d probably nod and say it looked as good as it gets.
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Why the Middle Class is DELUSIONAL About Money

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6 Foolish Habits That Block God's Provision: Why Your Finances Are Failing (Truth Revealed)

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The Bible’s Hidden Framework for Money, Business, and Wealth

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6 Sudden Wealth Steps God Deploys to Explode Your Net Worth (Biblically Proven!)

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10 Miracle Habits God Demands to Unlock Generational Wealth (Biblically Proven!)

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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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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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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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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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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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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.