Wealth Management Report - Living Your Dreams
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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 Great Wealth Transfer: Strategies to Transfer ‘Superfluous’ Assets Without Taking an Estate Tax Hit

The Great Wealth Transfer: Strategies to Transfer ‘Superfluous’ Assets Without Taking an Estate Tax Hit | Wealth Management Report - Living Your Dreams | Scoop.it
As wealth passes to the next generation, transferring "superfluous" assets, such as a second home, appreciated real estate, or concentrated stock, can reduce estate tax exposure while keeping wealth within the family. LNW Wealth Manager Diana Shiner outlines key strategies to help families plan thoughtfully and protect their legacy.
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Why the Big Money Goes to Investors, Not Workers in the Age of AI

Why the Big Money Goes to Investors, Not Workers in the Age of AI | Wealth Management Report - Living Your Dreams | Scoop.it
As AI and automation push more rewards to investors instead of workers, Alexander Green explains why upgrading your skills and investing more are essential to achieving the American Dream today.
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Canadians are getting a one-time grocery payment this summer. Here’s when

Canadians are getting a one-time grocery payment this summer. Here’s when | Wealth Management Report - Living Your Dreams | Scoop.it
Canadians will see their one-time groceries benefit payment on June 5, Canada Revenue Agency Secretary of State Wayne Long announced Friday.
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Chart: Europeans Pay the Most for Public Transport | Statista

Chart: Europeans Pay the Most for Public Transport | Statista | Wealth Management Report - Living Your Dreams | Scoop.it
This chart shows the countries with the highest estimated average monthly revenue per public transport user.
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‘That’s not the function of money’: A viral TikTok explains how to really get rich, using a millionaire mindset

‘That’s not the function of money’: A viral TikTok explains how to really get rich, using a millionaire mindset | Wealth Management Report - Living Your Dreams | Scoop.it
Is he right?
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6 Purchases Quiet Millionaires Never Make, According to Rachel Cruze

6 Purchases Quiet Millionaires Never Make, According to Rachel Cruze | Wealth Management Report - Living Your Dreams | Scoop.it
Quiet millionaires are on the rise, and they have money habits that everyone can learn from.
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America's newest millionaires don't feel rich, say it's not 'what it used to be'

America's newest millionaires don't feel rich, say it's not 'what it used to be' | Wealth Management Report - Living Your Dreams | Scoop.it
"There is always that concern: Am I going to be OK?" Apr 16, 2026 Marvin Xu, a newly minted millionaire and Seattle-based software engineer, told The Washington Post that he doesn't perceive his financial status as particularly significant relative to when he grew up in the early 2000s. Raised by a father also in the tech field, he was taught that achieving millionaire status was a rare lifetime goal. "It's a nice milestone," he remarked. "But of course, a million dollars then isn't what it is
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One of New York City’s new millionaire residents: Kathy Hochul

One of New York City’s new millionaire residents: Kathy Hochul | Wealth Management Report - Living Your Dreams | Scoop.it
With $1.86 million in income in 2025, the Democratic governor would be subject to tax she’s opposed.
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4 Secrets I've Learned From Studying TFSA Millionaires

4 Secrets I've Learned From Studying TFSA Millionaires | Wealth Management Report - Living Your Dreams | Scoop.it
Discover four powerful lessons from studying TFSA millionaires, including the habits, strategies, and stock choices that help build long‑term wealth.
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Financial Times expert explains money-making tip Brits 'can't afford not to know about'

Financial Times expert explains money-making tip Brits 'can't afford not to know about' | Wealth Management Report - Living Your Dreams | Scoop.it
An estimated 10,000 people are now millionaires having used this method, with one as young as 33
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How Average Earners Can Achieve High Net Worths Through Consistent Saving and Smart Strategies

How Average Earners Can Achieve High Net Worths Through Consistent Saving and Smart Strategies | Wealth Management Report - Living Your Dreams | Scoop.it
Even if you don't earn a high salary, you can build a high net worth by saving consistently. Automate your savings and pay yourself first. Avoid lifestyle creep: as you earn more, don't needlessly spend more.
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They Moved Abroad for a Cheaper Life. But at What Cost?

They Moved Abroad for a Cheaper Life. But at What Cost? | Wealth Management Report - Living Your Dreams | Scoop.it
A record number of Americans are leaving for more affordable countries. But it doesn’t always go as planned.
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2 expensive mistakes most retirees make — and how to avoid them

2 expensive mistakes most retirees make — and how to avoid them | Wealth Management Report - Living Your Dreams | Scoop.it
‘We call them “King Tut” subjects — they’re buried with their gold’
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This creative money transfer strategy among family members could raise red flags with CRA

This creative money transfer strategy among family members could raise red flags with CRA | Wealth Management Report - Living Your Dreams | Scoop.it
FP Answers: Prescribed rate loans can be a powerful income-splitting tool but only if you follow the rules carefully
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The Common Strategy 401(k) Millionaires Use

The Common Strategy 401(k) Millionaires Use | Wealth Management Report - Living Your Dreams | Scoop.it
There's no magic involved in building a small fortune. Here's what it takes to make it happen.
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Millions of millionaires don’t feel rich — the big problem with financial anxiety (and how to solve it quickly

Millions of millionaires don’t feel rich — the big problem with financial anxiety (and how to solve it quickly | Wealth Management Report - Living Your Dreams | Scoop.it
Only 36% of American millionaires feel wealthy.
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The Compound Growth Theory and Why You Need it in Retirement

The Compound Growth Theory and Why You Need it in Retirement | Wealth Management Report - Living Your Dreams | Scoop.it
It's important for your portfolio to keep growing.
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Canadians: Here's How Much You'll Likely Need in Your TFSA to Retire

Canadians: Here's How Much You'll Likely Need in Your TFSA to Retire | Wealth Management Report - Living Your Dreams | Scoop.it
The Vanguard FTSE Canadian High Dividend Yield Index ETF (TSX:VDY) is a great passive income for retirees to stash in a TFSA.
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Dave Ramsey Says You Should Pay off Your Mortgage Early. But Not Before Doing This

Dave Ramsey Says You Should Pay off Your Mortgage Early. But Not Before Doing This | Wealth Management Report - Living Your Dreams | Scoop.it
Don't forgo saving for retirement.
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These are the 7 boomer money habits millennials left behind — and what they’re doing instead

These are the 7 boomer money habits millennials left behind — and what they’re doing instead | Wealth Management Report - Living Your Dreams | Scoop.it
About 73% of wealth in the U.S. is owned by Americans over 55.
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The richest families have used this tactic to stay wealthy for generations — how to take advantage in 2026 and beyond

The richest families have used this tactic to stay wealthy for generations — how to take advantage in 2026 and beyond | Wealth Management Report - Living Your Dreams | Scoop.it
Hint: It doesn't cost any money.
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7 Simple Money Habits That Can Strengthen Your Retirement Over Time

7 Simple Money Habits That Can Strengthen Your Retirement Over Time | Wealth Management Report - Living Your Dreams | Scoop.it
They won't take much time.
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Is Your Index Fund Really Diversified?

Is Your Index Fund Really Diversified? | Wealth Management Report - Living Your Dreams | Scoop.it
Market concentration is making even the total market index funds top-heavy.
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April 16, 12:35 PM
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You’re 50 With $0 Saved for Retirement. What Do You Do Now?

You’re 50 With $0 Saved for Retirement. What Do You Do Now? | Wealth Management Report - Living Your Dreams | Scoop.it
Here are five steps you can take now.
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April 16, 12:34 PM
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4 costly financial pitfalls that hit grieving spouses — and the steps to take now to protect yourself later

4 costly financial pitfalls that hit grieving spouses — and the steps to take now to protect yourself later | Wealth Management Report - Living Your Dreams | Scoop.it
Grief can cloud your judgment, and some decisions can have dire consequences in the future
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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.