Wealth Management Report - Living Your Dreams
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Meet Cursor, SF’s newest millionaire-minting AI company

Meet Cursor, SF’s newest millionaire-minting AI company | Wealth Management Report - Living Your Dreams | Scoop.it
A young North Beach-based AI startup and its hundreds of employees are in the spotlight after a $60 billion SpaceX acquisition.
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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, 12:52 PM
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$750K vs. $2M vs. $5M net worth: Here’s what changes at each level for US boomers looking to retire

$750K vs. $2M vs. $5M net worth: Here’s what changes at each level for US boomers looking to retire | Wealth Management Report - Living Your Dreams | Scoop.it
Baby boomers collectively have $85 trillion but it’s far from fairly distributed. Here’s what your retirement could look like at three distinct levels of wealth.
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More Americans are struggling to repay credit card bills for groceries as costs rise

More Americans are struggling to repay credit card bills for groceries as costs rise | Wealth Management Report - Living Your Dreams | Scoop.it
More than a quarter of US working-age adults who used credit cards to cover grocery costs last year struggled to repay their bills in full later on, according to the Urban Institute.
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Today, 12:51 PM
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This Retirement Strategy Could Boost Your Fixed-Income by 23%

This Retirement Strategy Could Boost Your Fixed-Income by 23% | Wealth Management Report - Living Your Dreams | Scoop.it
Using annuities alongside the 4% rule can increase retirement income by as much as 23%.
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Today, 12:51 PM
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AI Financial Advice May Be More Dangerous Than You Think

AI Financial Advice May Be More Dangerous Than You Think | Wealth Management Report - Living Your Dreams | Scoop.it
Researchers found AI chatbots gave inconsistent and sometimes biased answers to common money questions.
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Today, 12:50 PM
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Gen Z-ers share how they’re achieving financial freedom — and the old ideas they’re leaving behind

Gen Z-ers share how they’re achieving financial freedom — and the old ideas they’re leaving behind | Wealth Management Report - Living Your Dreams | Scoop.it
A stable job and a nice home have become less accessible to young Americans. Many are taking new paths to pursue their dreams.
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Today, 12:47 PM
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The simple, Stanford-backed hypnosis technique that can quiet your inner critic

The simple, Stanford-backed hypnosis technique that can quiet your inner critic | Wealth Management Report - Living Your Dreams | Scoop.it
Forget the swinging pocket watches, scientists are now praising hypnotherapy as a powerful tool to fight mental and physical pain July 11, 2026 I’m sitting with my back straight, my eyes closed and my iPad resting on my lap. “Let one hand float up in the air as if it were a balloon,” a soothing voice tells me from the speakers, and I do as it commands. Soon I feel as if my whole body is weightless. Next, I have to visualise the goal that I want to achieve – I choose the writing of this article.
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'Subsidized Adulting': Can You Afford to Help Your Children Financially?

'Subsidized Adulting': Can You Afford to Help Your Children Financially? | Wealth Management Report - Living Your Dreams | Scoop.it
Supporting your adult kids shouldn’t mean risking your retirement. Our Wealth Wise columnist explains how to help them when times are tough.
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Today, 12:42 PM
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The Retirement Trap Most People Don’t See Coming

The Retirement Trap Most People Don’t See Coming | Wealth Management Report - Living Your Dreams | Scoop.it
Preparing for retirement isn’t just about money.
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Today, 12:36 PM
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Our selfish boomer parents are living their best lives while we struggle

Our selfish boomer parents are living their best lives while we struggle | Wealth Management Report - Living Your Dreams | Scoop.it
As over-65s jet off in retirement, resentful millennials are left juggling childcare and mortgages while watching their inheritance vanish
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Today, 12:29 PM
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Credit Card Holders Are Using ‘Friendly Fraud’ to Get Back at Retailers

Credit Card Holders Are Using ‘Friendly Fraud’ to Get Back at Retailers | Wealth Management Report - Living Your Dreams | Scoop.it
An old consumer protection is being wielded way more, and with questionable intent.
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Today, 11:47 AM
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How to Realize Any Dream You Have: A Four-Step Wealth-Building Formula

How to Realize Any Dream You Have: A Four-Step Wealth-Building Formula | Wealth Management Report - Living Your Dreams | Scoop.it
Learn Alexander Green’s four-step formula for turning realistic dreams into reality by setting specific financial goals, using AI to gain crucial knowledge, and building daily habits over time.
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July 12, 10:13 PM
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Retirees have questions for financial advisers. Here's what they want to know.

Retirees have questions for financial advisers. Here's what they want to know. | Wealth Management Report - Living Your Dreams | Scoop.it
Increasingly, retirees are turning to financial advisers for the first time to help. Here's what they are asking.
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July 12, 10:05 PM
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Retirement didn't slow me down. At 75, I'm living out of a backpack and traveling the world.

Retirement didn't slow me down. At 75, I'm living out of a backpack and traveling the world. | Wealth Management Report - Living Your Dreams | Scoop.it
Updated Jul 12, 2026, 11:14 PM GMT Christine Casady has been traveling the world in retirement with her husband, Rick. Provided by Christine Casady. This as-told-to essay is based on a conversation with Christine Casady, a 75-year-old retiree from the US. It has been edited for length and clarity. My husband is an avid traveler, and thanks to that, we've been traveling extensively for almost three decades. Ten years before I retired, we started taking longer trips, spending a couple of months at
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July 12, 10:02 PM
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Why your health plan doesn’t cover GLP-1s, according to a top insurance exec

Why your health plan doesn’t cover GLP-1s, according to a top insurance exec | Wealth Management Report - Living Your Dreams | Scoop.it
The corporations that pay for private employee health insurance are not ready to swallow the high costs of the enormously popular drugs, said the CEO of CVS Health.
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July 12, 9:58 PM
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The No. 1 decision for aging retirees: Stay at home or move into a senior community?

The No. 1 decision for aging retirees: Stay at home or move into a senior community? | Wealth Management Report - Living Your Dreams | Scoop.it
The surprising costs of aging in place: Why staying in your longtime home requires more planning than you think
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July 12, 9:48 PM
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The Average TFSA Balance for Canadians at 55

The Average TFSA Balance for Canadians at 55 | Wealth Management Report - Living Your Dreams | Scoop.it
Canadians average $43,519 in their TFSA at 55, but unused room tops $57,000. Here's how dividend stocks like BMO can help close the gap.
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July 12, 9:48 PM
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The new ‘magic number’ for retirees is a lie for millions of Americans — fight the fear and focus on this figure instead

The new ‘magic number’ for retirees is a lie for millions of Americans — fight the fear and focus on this figure instead | Wealth Management Report - Living Your Dreams | Scoop.it
Your personalized magic number could be very different from the national average of $1.46 million, and this fact could be a game-changer for your retirement plans.
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July 12, 9:41 PM
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Real estate is no longer the wealth builder it once was — but is it a bad investment?

Real estate is no longer the wealth builder it once was — but is it a bad investment? | Wealth Management Report - Living Your Dreams | Scoop.it
Warren Buffett has changed his tune on real estate investing. Here’s how to decide whether you should do the same.
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July 12, 9:31 PM
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New Report Unveils Number of American Millionaires and 2025's Surprising Increase

New Report Unveils Number of American Millionaires and 2025's Surprising Increase | Wealth Management Report - Living Your Dreams | Scoop.it
The U.S. added more than 441,000 new millionaires in 2025, accounting for nearly half of all new millionaires worldwide. Nearly 79% of U.S. personal wealth is held in financial assets, making wealth gains more dependent on stock market performance than in most markets.
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July 12, 9:29 PM
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France adds a new millionaire every 15 minutes. How does Europe compare?

France adds a new millionaire every 15 minutes. How does Europe compare? | Wealth Management Report - Living Your Dreams | Scoop.it
Eastern Europe recorded the fastest growth in dollar millionaires in percentage terms, while the UK, France and Spain ranked just behind the US in the number of new millionaires added.
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July 12, 9:28 PM
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My problem with Gary Stevenson, the millionaire who wants to tax the rich

My problem with Gary Stevenson, the millionaire who wants to tax the rich | Wealth Management Report - Living Your Dreams | Scoop.it
He’s a populist Robin Hood with a Channel 4 documentary — but I couldn’t believe what happened when a tax lawyer turned the tables on him
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July 12, 9:27 PM
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There are more millionaires than ever. The US saw 1,200 new ones minted every day last year

There are more millionaires than ever. The US saw 1,200 new ones minted every day last year | Wealth Management Report - Living Your Dreams | Scoop.it
There are over 23 million millionaires in America. In Italy, for comparison, there are just 1.2 million.
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July 12, 9:27 PM
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A Costco worker earns $33 per hour, but is a millionaire with a house and a pool — here's how he built his wealth

A Costco worker earns $33 per hour, but is a millionaire with a house and a pool — here's how he built his wealth | Wealth Management Report - Living Your Dreams | Scoop.it
This Costco employee’s story is less about a stroke of luck than it is the financial arithmetic of staying put at a company that makes doing so worthwhile
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July 12, 7:27 PM
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Live Richer Abroad: 7 Countries Where Canadians Spend Way Less

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July 12, 7:02 PM
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3 Reasons High Earners Should Revisit Their Financial Plans

3 Reasons High Earners Should Revisit Their Financial Plans | Wealth Management Report - Living Your Dreams | Scoop.it
Technology is changing the way financial planners work and opening new doors for high earners. Here's why you may benefit from revisiting your existing plan.
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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.