Wealth Management Report - Living Your Dreams
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This Is the Most Welcoming Country for Retirees and Expats, New Report Finds—and You Can Get Residency in Just 3 Months

This Is the Most Welcoming Country for Retirees and Expats, New Report Finds—and You Can Get Residency in Just 3 Months | Wealth Management Report - Living Your Dreams | Scoop.it
A new report ranked the best countries to retire for multiple visa options and retiree benefits like discounts and healthcare access.
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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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Lower deduction of investment counsel fees hits trusts with AMT

Lower deduction of investment counsel fees hits trusts with AMT | Wealth Management Report - Living Your Dreams | Scoop.it
Many trusts may need to amend 2024, 2025 tax returns
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This baby boomer retirement fund statistic ‘shocked’ Dave Ramsey’s daughter. How do your savings stack up?

This baby boomer retirement fund statistic ‘shocked’ Dave Ramsey’s daughter. How do your savings stack up? | Wealth Management Report - Living Your Dreams | Scoop.it
The average “magic number” Americans say they will need for retirement is $1.26 million
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Kiyosaki warns ‘biggest stock market crash in history’ arrives now — and boomer savings will be ‘wiped out.’ What to do

Kiyosaki warns ‘biggest stock market crash in history’ arrives now — and boomer savings will be ‘wiped out.’ What to do | Wealth Management Report - Living Your Dreams | Scoop.it
Why he says the next crash “could only get bigger.”
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'Shark Tank' star Kevin O'Leary says you're not rich unless you have $5 million in liquid assets

'Shark Tank' star Kevin O'Leary says you're not rich unless you have $5 million in liquid assets | Wealth Management Report - Living Your Dreams | Scoop.it
Updated Apr 10, 2026, 11:12 AM GMT "Shark Tank" investor Kevin O'Leary says real wealth is having $5 million in liquid assets. Jason Armond/Los Angeles Times via Getty Images Kevin O'Leary says you need at least $5 million in liquid assets to be genuinely wealthy. The "Shark Tank" investor said people aren't rich if their money is "tied up" in cars and homes. O'Leary previously said that hitting the $5 million mark is the "true definition of success." You could own a row of Bel Air mansions, a
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Kevin O’Leary Reveals the Magic Number You Need to Actually Be Rich—It’s Not What Most ‘Rich’ People Think

Kevin O’Leary Reveals the Magic Number You Need to Actually Be Rich—It’s Not What Most ‘Rich’ People Think | Wealth Management Report - Living Your Dreams | Scoop.it
The investor and TV personality says liquid assets—not property or business equity—are the true measure of wealth. Apr 10, 2026 Kevin O’Leary. The businessman doubled down on his belief that true wealth requires at least $5 million in liquid assets. “You’d be amazed, how many wealthy people that say they’re rich do not have liquidity,” ABC’s Shark Tank investor said on Fox Business. O’Leary said he practices what he preaches, keeping at least $5 million of his own wealth in Treasury bills—short-
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US billionaires got $1.5T richer in 2025 as 24% of Americans live paycheck to paycheck. How to invest like the wealthy

US billionaires got $1.5T richer in 2025 as 24% of Americans live paycheck to paycheck. How to invest like the wealthy | Wealth Management Report - Living Your Dreams | Scoop.it
Zuckerberg, Bezos, Musk and more are riding the wave — can you hang 10?
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Vanguard says 30% of millionaires feel broke, but it can be fixed

Vanguard says 30% of millionaires feel broke, but it can be fixed | Wealth Management Report - Living Your Dreams | Scoop.it
You might have crossed the seven-figure threshold without realizing it.
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The Millionaire Investor's Case for Buying the S&P 500 Every Single Month

The Millionaire Investor's Case for Buying the S&P 500 Every Single Month | Wealth Management Report - Living Your Dreams | Scoop.it
With consistency and discipline, the path to becoming a millionaire isn't as intimidating or difficult as it might seem.
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Illinois millionaire tax could help curb property taxes, boost education funding, study says

Illinois millionaire tax could help curb property taxes, boost education funding, study says | Wealth Management Report - Living Your Dreams | Scoop.it
A tax on millionaires could raise enough revenue to provide property tax relief, fully fund schools, or both, researchers argued.
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More Americans are millionaires, but they don’t feel rich

More Americans are millionaires, but they don’t feel rich | Wealth Management Report - Living Your Dreams | Scoop.it
The number of American millionaires has reached a record high, but rising costs are chipping away at the value of nest eggs.
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This Is the Most Welcoming Country for Retirees and Expats, New Report Finds—and You Can Get Residency in Just 3 Months

This Is the Most Welcoming Country for Retirees and Expats, New Report Finds—and You Can Get Residency in Just 3 Months | Wealth Management Report - Living Your Dreams | Scoop.it
A new report ranked the best countries to retire for multiple visa options and retiree benefits like discounts and healthcare access.
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5 signs that someone you know is ‘fake rich’ (and why it’s killing their wealth). Could you be pretending, too?

5 signs that someone you know is ‘fake rich’ (and why it’s killing their wealth). Could you be pretending, too? | Wealth Management Report - Living Your Dreams | Scoop.it
Everything is not what it seems — especially when it comes to riches.
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Warren Buffett says most jobs don’t pay like investing — practical steps you can take toward long-term wealth

Warren Buffett says most jobs don’t pay like investing — practical steps you can take toward long-term wealth | Wealth Management Report - Living Your Dreams | Scoop.it
“There's always plenty wrong with a social order, and certainly there are places where ours is a lot more broken than it used to be"
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You’re paying taxes — why aren’t billionaires?

You’re paying taxes — why aren’t billionaires? | Wealth Management Report - Living Your Dreams | Scoop.it
In California, roughly 200 billionaires collectively hold about $2 trillion in wealth. Yet much of that fortune goes virtually untouched by income taxes. Why? Because it isn’t treated as “income” at all.
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How Much You'd Have If 15 Years Ago You Invested $100 in Each of These 11 Companies Owned by Top Billionaires

How Much You'd Have If 15 Years Ago You Invested $100 in Each of These 11 Companies Owned by Top Billionaires | Wealth Management Report - Living Your Dreams | Scoop.it
The total combined wealth of the 20 wealthiest billionaires hovers at around $3.8 trillion, according to Visual Capitalist. That’s more than the gross domestic product of France.
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These States Have Created the Most Billionaires—See the Map

These States Have Created the Most Billionaires—See the Map | Wealth Management Report - Living Your Dreams | Scoop.it
More billionaires have been born in New York City than any other city across the globe. April 11, 2026 A businessman holding 100 dollar bills. The United States has created more billionaires than any other country in the world, but some states stand out when it comes to these wealthy individuals. There are currently 3,428 billionaires around the world, according to Forbes, with 1,647 of them living in the United States. But not all billionaires who live in the U.S. were actually born in the
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Rare coins 'to make you millionaire' including two penny with error worth thousands

Rare coins 'to make you millionaire' including two penny with error worth thousands | Wealth Management Report - Living Your Dreams | Scoop.it
Make sure you check your rare coin collection as certain pennies can be worth thousands more than face value. So do you own any of these coins which are highly desirable?
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Once you’ve saved $2M for retirement, can you protect your wealth? Here’s how to avoid these common money traps

Once you’ve saved $2M for retirement, can you protect your wealth? Here’s how to avoid these common money traps | Wealth Management Report - Living Your Dreams | Scoop.it
Only 32% of American millionaires consider themselves “wealthy.”
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How you use your credit card could be costing you. Here’s 3 ways millionaires use them to maximize the benefits

How you use your credit card could be costing you. Here’s 3 ways millionaires use them to maximize the benefits | Wealth Management Report - Living Your Dreams | Scoop.it
Credit cards can offer rewards and protections — if you use them the right way.
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8 Signs You Must Not Ignore Before Investing (Biblically Proven!)

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5 Debts You Must Never Take to Stay Free (Biblically Proven!)

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7 Reasons Why You Must Not Brag About Success (Biblically Proven!)

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4 Prayers You Must Pray to Open Financial Doors (Biblically Proven!)

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These 12 Universal Laws Will REWIRE Your Reality

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Minimalist Money Rules That Actually Build Wealth

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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.