Wealth Management Report - Living Your Dreams
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January 25, 8:12 PM
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Inheriting Wealth: 4 Mistakes That Could Cost You Everything

Inheriting Wealth: 4 Mistakes That Could Cost You Everything | Wealth Management Report - Living Your Dreams | Scoop.it
Gen X and Millennials are expected to receive trillions of dollars in inheritance in coming decades. Unless it's managed properly, the money could slip through their fingers.
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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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Today, 9:21 AM
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3 Common Myths About Working With a Financial Planner

3 Common Myths About Working With a Financial Planner | Wealth Management Report - Living Your Dreams | Scoop.it
Think financial planners are only for the wealthy and that AI can replace human advice? Nope. Even people with moderate wealth need professional advice to help them achieve retirement goals and manage financial stress.
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Today, 9:20 AM
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We Retired With $4.3 Million. My Wife Won't Spend 'Our Grandkids' Inheritance,' but I Want to Travel.

We Retired With $4.3 Million. My Wife Won't Spend 'Our Grandkids' Inheritance,' but I Want to Travel. | Wealth Management Report - Living Your Dreams | Scoop.it
I want to travel while we are still healthy, but my wife wants to pass down our wealth. Who is right? We asked financial advisers to weigh in.
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Today, 12:01 AM
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The 6 Assets in the Wealth System That Pay You While You Sleep

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January 26, 11:29 PM
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How Much You ACTUALLY Need to Start Compounding - The Real Minimum That Changes EVERYTHING

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January 26, 2:07 PM
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This Biblical Law of Money Is Creating Wealth While Most People Are Sleeping

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January 26, 1:18 PM
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Why You Should Add Long-Term Pet Care into Your Estate Plan

Why You Should Add Long-Term Pet Care into Your Estate Plan | Wealth Management Report - Living Your Dreams | Scoop.it
Including your wishes in your will or in a pet trust can ensure proper care when you can’t provide it.
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January 26, 2:23 AM
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Canadians plan staycations

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January 26, 12:45 AM
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3 Game Traps Set By The Elites To Keep You Poor

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January 25, 9:03 PM
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The Top 10 Side Gigs For Retirees In 2026

The Top 10 Side Gigs For Retirees In 2026 | Wealth Management Report - Living Your Dreams | Scoop.it
Money is freedom in retirement; here’s how to earn more of it with a profitable side gig.
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January 25, 8:59 PM
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Why Financial Progress Feels Slower Than It Really Is

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January 25, 8:58 PM
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​​Why Some People Hate Spending Money (It’s Not What You Think)

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January 25, 8:57 PM
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Average Net Worth by Age (Without Home Equity)

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January 25, 8:56 PM
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The Salary Trap No One Warns You About (Avoid Doing This)

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January 25, 8:48 PM
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Here’s the net worth and income of America’s top 10%. Are you on track to catch up?

Here’s the net worth and income of America’s top 10%. Are you on track to catch up? | Wealth Management Report - Living Your Dreams | Scoop.it
Entry into the "affluent class" is harder than it used to be.
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January 25, 8:45 PM
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If America Taxed Billionaires One Extra Percent, How Much Could the Average Household Gain?

If America Taxed Billionaires One Extra Percent, How Much Could the Average Household Gain? | Wealth Management Report - Living Your Dreams | Scoop.it
When the average U.S. household is struggling with increased costs of living, it’s hard not to cast an eye toward the extreme wealth held by billionaires and imagine how their money could be shared with the masses.
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January 25, 8:33 PM
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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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January 25, 8:12 PM
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Inheriting Wealth: 4 Mistakes That Could Cost You Everything

Inheriting Wealth: 4 Mistakes That Could Cost You Everything | Wealth Management Report - Living Your Dreams | Scoop.it
Gen X and Millennials are expected to receive trillions of dollars in inheritance in coming decades. Unless it's managed properly, the money could slip through their fingers.
No comment yet.
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January 25, 3:13 PM
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Millionaire by Discipline: Risk Consultant’s Path from Debt to $2.3 Million Net Worth

Millionaire by Discipline: Risk Consultant’s Path from Debt to $2.3 Million Net Worth | Wealth Management Report - Living Your Dreams | Scoop.it
In the quiet suburbs of Marlborough, Mass., a 55-year-old risk management consultant has quietly amassed a net worth exceeding $2.3 million, proving that steady discipline trumps high-risk bets in building wealth.
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January 25, 2:28 PM
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90% of People NEVER Reach THIS Point Financially

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January 25, 2:27 PM
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15 Reasons Why You’re Not Building Any Wealth

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January 25, 1:23 PM
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13 Japanese Minimalism Secrets to ALWAYS Have Money (Live Richer with Less)

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January 25, 8:50 AM
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The Real Retirement Tax Trap And 2026 Inflation Warning (Episode 49)

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January 25, 8:49 AM
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Here's Why I'll Never Own a Roth IRA or 401k

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January 25, 8:45 AM
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The 3 Net Worth Milestones Banks Hope You'll NEVER Reach

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January 25, 8:45 AM
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This is When Compounding Takes Over - Your Contributions Don’t Matter Anymore

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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.