Wealth Management Report - Living Your Dreams
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January 19, 7:58 PM
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Why a one-time wealth tax would be a permanent problem for California | Opinion

Why a one-time wealth tax would be a permanent problem for California | Opinion | Wealth Management Report - Living Your Dreams | Scoop.it
California is considering a one-time 5% percent wealth tax on billionaires in the state, courtesy of the Service Employees International Union (SEIU).
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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
January 19, 11:39 PM
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Grocery prices are high, and economic morale is low

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January 19, 10:49 PM
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How to boost your pension savings

How to boost your pension savings | Wealth Management Report - Living Your Dreams | Scoop.it
Plough spare money into your pension and take advantage of tax relief
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January 19, 10:47 PM
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How to keep the costs down when going through a divorce

How to keep the costs down when going through a divorce | Wealth Management Report - Living Your Dreams | Scoop.it
What does splitting from your spouse or civil partner mean for your money?
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January 19, 10:42 PM
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Brace yourself for Trump’s great inflation

Brace yourself for Trump’s great inflation | Wealth Management Report - Living Your Dreams | Scoop.it
The US president’s actions will stoke rising prices. Investors would do well to prepare for the worst
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January 19, 10:42 PM
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Americans Are the Ones Paying for Tariffs, Study Finds

Americans Are the Ones Paying for Tariffs, Study Finds | Wealth Management Report - Living Your Dreams | Scoop.it
Research contradicts President Trump’s claim that foreigners are footing the bill, and could weaken his hand in the dispute over Greenland
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January 19, 7:59 PM
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Rich people are leaving California, inspired by tech founders’ online campaign

Rich people are leaving California, inspired by tech founders’ online campaign | Wealth Management Report - Living Your Dreams | Scoop.it
Industry leaders long critical of San Francisco have fueled an online campaign against a proposed billionaire tax, prompting some of California’s richest to relocate.
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January 19, 7:58 PM
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Why a one-time wealth tax would be a permanent problem for California | Opinion

Why a one-time wealth tax would be a permanent problem for California | Opinion | Wealth Management Report - Living Your Dreams | Scoop.it
California is considering a one-time 5% percent wealth tax on billionaires in the state, courtesy of the Service Employees International Union (SEIU).
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January 19, 7:56 PM
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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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January 19, 7:53 PM
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Around the world, people are not happy about higher costs.

Around the world, people are not happy about higher costs. | Wealth Management Report - Living Your Dreams | Scoop.it
Around the world, people are not happy about higher costs.
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January 19, 7:44 PM
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The average retiree spends $4,622 on monthly expenses, and burns most of that on these 4 things

The average retiree spends $4,622 on monthly expenses, and burns most of that on these 4 things | Wealth Management Report - Living Your Dreams | Scoop.it
Watch these money traps that get away from Americans 65 and up.
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January 19, 7:41 PM
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Canadians worried about the economy plan to spend less, says Bank of Canada survey

Canadians worried about the economy plan to spend less, says Bank of Canada survey | Wealth Management Report - Living Your Dreams | Scoop.it
Consumers are still feeling anxious over high prices and economic uncertainty from the U.S. trade conflict, according to a Bank of Canada survey published Monday, showing that some Canadians still perceive weakness in the economy even as several indicators improve.
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January 19, 7:39 PM
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How to Plan a (Successful) Family Reunion

How to Plan a (Successful) Family Reunion | Wealth Management Report - Living Your Dreams | Scoop.it
From shaping the guest list to building the budget, here's how to design a successful and memorable family reunion.
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January 19, 5:03 AM
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The Psychology of Quietly Wealthy People

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January 19, 5:02 AM
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The 5 Secrets Billionaires Know That Keep You Poor Forever

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January 19, 5:00 AM
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The Financial Covenant You Didn’t Know You Agreed To

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January 19, 5:00 AM
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Is Poverty Really Holiness? The Kingdom Truth About Money Most Christians Miss

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January 19, 4:59 AM
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Why Temptation Still Makes Some People Rich (The Truth Most People Miss)

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January 19, 4:45 AM
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The Richest Man Alive – What He Knows That You Don’t | Audiobook

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January 19, 12:42 AM
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The 2025 "retire comfortably" number: Why 95% of Canadians are missing it. Are you?

The 2025 "retire comfortably" number: Why 95% of Canadians are missing it. Are you? | Wealth Management Report - Living Your Dreams | Scoop.it
Make sure your golden years really shine
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January 18, 7:07 PM
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STOP making these retirement mistakes: Top Economist Warns

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January 18, 6:52 PM
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Lawyer explains why divorce rates of NHL players are 70%

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January 18, 6:42 PM
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Why Your Parents' Retirement Plan Won’t Work for You (The Stats Are In)

Why Your Parents' Retirement Plan Won’t Work for You (The Stats Are In) | Wealth Management Report - Living Your Dreams | Scoop.it
Five stats show how you need to rethink retirement, because "the future ain’t what it used to be."
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January 18, 6:41 PM
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6 Champagne Problems Successful Retirees Face

6 Champagne Problems Successful Retirees Face | Wealth Management Report - Living Your Dreams | Scoop.it
What do you do if your biggest financial threat is simply having too much of a good thing — money?
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January 18, 6:34 PM
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How to Avoid Being Buried by the Tax Avalanche in Retirement

How to Avoid Being Buried by the Tax Avalanche in Retirement | Wealth Management Report - Living Your Dreams | Scoop.it
All that cash you've saved in tax-deferred accounts could launch you into a higher tax bracket when you start withdrawals. Add in the potential for Medicare surcharges and the "widow's penalty," and it's time to build some protection around your income.
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January 18, 6:02 PM
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GDP doesn’t explain life expectancy, but care does

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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.