Wealth Management Report - Living Your Dreams
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You Probably Don’t Need a Roth IRA (Here’s Why)

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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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Chart: Affordable Care Act Lowered Number of U.S. Uninsured | Statista

Chart: Affordable Care Act Lowered Number of U.S. Uninsured | Statista | Wealth Management Report - Living Your Dreams | Scoop.it
This chart shows the number and percentage of U.S. citizens without health insurance coverage in the U.S.
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Chart: Americans Mostly Blame Health Insurers for Rising Costs | Statista

Chart: Americans Mostly Blame Health Insurers for Rising Costs | Statista | Wealth Management Report - Living Your Dreams | Scoop.it
This chart shows the share of U.S. respondents who think that these actors are responsible for rising healthcare costs in the U.S.
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Good News: Most of Our Biggest Problems Aren’t Real | Alexander Green

Good News: Most of Our Biggest Problems Aren’t Real | Alexander Green | Wealth Management Report - Living Your Dreams | Scoop.it
Alexander Green reveals why concerns about crime, pollution, food deserts and a “broken” food system are misguided – and how recognizing real progress can make you a more confident, wealth-building investor.
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The Exit Tax Trap: Leaving Canada Could Cost You HUGE

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If You Want to be RICH Start With These 15 Steps

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This is The LOWEST Amount You Need to Live Off Compounding. (So FEW)

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Escaping Poverty Is Simpler Than You Think — Machiavelli 10 Brutal Lessons

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If I Were 18 Again: My Money Plan

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July 5, 2:40 PM
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Turning 40 Without Enough Saved For Retirement? Here’s How To Catch Up

Turning 40 Without Enough Saved For Retirement? Here’s How To Catch Up | Wealth Management Report - Living Your Dreams | Scoop.it
Starting your investment journey at age 40? Discover practical catch-up strategies, tax-advantaged tools, and compound math to secure your retirement.
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July 5, 2:37 PM
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The Asset Location Rule: Where Should I Put My Income Investments in Retirement?

The Asset Location Rule: Where Should I Put My Income Investments in Retirement? | Wealth Management Report - Living Your Dreams | Scoop.it
Where you hold your investments is as important as what you're investing in. Here's how to optimize your asset location for a more tax-efficient retirement.
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July 5, 2:36 PM
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Young Americans are using an investing method that allows them to save for retirement without extreme restrictions.

Young Americans are using an investing method that allows them to save for retirement without extreme restrictions. | Wealth Management Report - Living Your Dreams | Scoop.it
For America’s younger career professionals, retirement planning is no marathon; it’s a sprint.
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5 moves retirees should make before a recession hits — so you're never forced to sell investments at a loss

5 moves retirees should make before a recession hits — so you're never forced to sell investments at a loss | Wealth Management Report - Living Your Dreams | Scoop.it
From dividend stocks to annuities, there are plenty of ways to protect your retirement savings when the economy goes south.
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July 5, 2:35 PM
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Avoiding the Widows' Penalty Tax Trap After a Spouse Passes

Avoiding the Widows' Penalty Tax Trap After a Spouse Passes | Wealth Management Report - Living Your Dreams | Scoop.it
Many surviving spouses are surprised to discover that losing a partner can mean paying higher taxes on less income.
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July 5, 2:35 PM
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Most Americans expect their savings to run out by 79 — years before they die — and many boomers are unprepared

Most Americans expect their savings to run out by 79 — years before they die — and many boomers are unprepared | Wealth Management Report - Living Your Dreams | Scoop.it
A new survey finds many expect their retirement savings to dry up before they shuffle off the mortal coil.
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You may be relying too much on the 4% rule — here’s how to update your calculations for true long-term retirement health

You may be relying too much on the 4% rule — here’s how to update your calculations for true long-term retirement health | Wealth Management Report - Living Your Dreams | Scoop.it
The person who invented the 4% rule has been revising it ever since 1994. Your retirement plan should keep up too.
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July 5, 2:34 PM
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Are you planning to work in retirement? It’s time to face up to reality, experts say — how to retire on your own terms

Are you planning to work in retirement? It’s time to face up to reality, experts say — how to retire on your own terms | Wealth Management Report - Living Your Dreams | Scoop.it
Working into retirement sounds like a solid safety net — until you see the statistics.
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July 5, 2:34 PM
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When Should You Retire? Why the Answer Is More Complicated Than You Think

When Should You Retire? Why the Answer Is More Complicated Than You Think | Wealth Management Report - Living Your Dreams | Scoop.it
“Not yet” might be the most powerful career move. Jun 27, 2026 A client I’ve had for years recently retired. She had been thinking about stepping down for some time and had spent the last few years in an increasingly uncomfortable role. A once eager and positive person, she’d recently been reflective and even somewhat defeated when we spoke. “I know what they’re saying about me,” she repeated. “I know they’re saying that I should retire and that I’m too old to be doing the work I’ve always done.
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July 5, 2:34 PM
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Most Americans are open to age-gap dating — but few know about the retirement risk it can create

Most Americans are open to age-gap dating — but few know about the retirement risk it can create | Wealth Management Report - Living Your Dreams | Scoop.it
Without a plan, a couple could end up draining their savings on medical expenses, leaving the surviving spouse with little for their own retirement.
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July 5, 2:33 PM
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The US government quietly changed these 3 retirement rules with no public fanfare — what every American senior must know

The US government quietly changed these 3 retirement rules with no public fanfare — what every American senior must know | Wealth Management Report - Living Your Dreams | Scoop.it
Some of the most consequential changes to retirement rules are hidden in bureaucratic updates and announcements. Here’s how you can keep up.
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44% of homeowners say renting is easier — but for retirees on fixed income, the math isn't that simple

44% of homeowners say renting is easier — but for retirees on fixed income, the math isn't that simple | Wealth Management Report - Living Your Dreams | Scoop.it
Renting in retirement isn't giving up — for many downsizing homeowners, it can mean more liquidity, fewer surprises and a housing cost that actually fits a fixed income.
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3 things US boomers often regret downsizing in retirement — are you cutting more than you should?

3 things US boomers often regret downsizing in retirement — are you cutting more than you should? | Wealth Management Report - Living Your Dreams | Scoop.it
Downsizing can be financially savvy, but only if you don’t cut too deep.
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July 5, 2:32 PM
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Retirees Don’t Need to Fear a Lost Decade. They Need a Plan

Retirees Don’t Need to Fear a Lost Decade. They Need a Plan | Wealth Management Report - Living Your Dreams | Scoop.it
Here are the steps you can take to mitigate the risk of an extended market downturn.
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July 5, 2:32 PM
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Fewer than 10% of Canadians retire with $1 million. Here are 3 steps to help beat those odds

Fewer than 10% of Canadians retire with $1 million. Here are 3 steps to help beat those odds | Wealth Management Report - Living Your Dreams | Scoop.it
Most Canadians fall far short of their $1,700,000 retirement savings goal. Here’s how to benchmark where you stand — and what to do about it
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July 5, 2:32 PM
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TFSA: How Retirees Can Generate $4,360 per Year in Tax-Free Passive Income

TFSA: How Retirees Can Generate $4,360 per Year in Tax-Free Passive Income | Wealth Management Report - Living Your Dreams | Scoop.it
Retirees can use this strategy to get decent returns while reducing capital risk.
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July 5, 2:31 PM
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7 Key Financial Steps to Take Before You File for a Gray Divorce

7 Key Financial Steps to Take Before You File for a Gray Divorce | Wealth Management Report - Living Your Dreams | Scoop.it
Contemplating a gray divorce? Before calling in the lawyers, take time to understand your financial situation and the impact of dividing assets later in life.
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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.