Wealth Management Report - Living Your Dreams
181.5K views | +25 today
 
Scooped by Enzo Calamo
onto Wealth Management Report - Living Your Dreams
July 4, 11:43 PM
Scoop.it!

The Middle Class Is the New Poor (Here's the Way Out)

No comment yet.
Wealth Management Report - Living Your Dreams
The #1 UHNW Finance and Wealth Management Newswire
Curated by Enzo Calamo
Your new post is loading...
Scooped by Enzo Calamo
Today, 2:49 PM
Scoop.it!

What Harvard Research Tells Us About Preventing Retirement Identity Crises

What Harvard Research Tells Us About Preventing Retirement Identity Crises | Wealth Management Report - Living Your Dreams | Scoop.it
Give some thought to how your identity, your relationships and your routine will change. Teresa Amabile is a professor emerita at the Harvard Business School and coauthor of Retiring: Creating a Life That Works for You. You and your colleagues conducted more than 200 interviews, including multiple interviews over several years, with 14 professionals who were making the transition to retirement. Why did you focus on that demographic? So much research has shown how health and wealth affect
No comment yet.
Scooped by Enzo Calamo
Today, 2:49 PM
Scoop.it!

Why an Accidental Social Security Overpayment Triggers a Sudden 50% Benefit Penalty

Why an Accidental Social Security Overpayment Triggers a Sudden 50% Benefit Penalty | Wealth Management Report - Living Your Dreams | Scoop.it
think you have all the rules down pat? even longtime benEficiaries are stumped sometimes.
No comment yet.
Scooped by Enzo Calamo
Today, 2:48 PM
Scoop.it!

Delaying Social Security Claims Until Age 70 Secures a New $5,246 Monthly Ceiling

Delaying Social Security Claims Until Age 70 Secures a New $5,246 Monthly Ceiling | Wealth Management Report - Living Your Dreams | Scoop.it
you asked, we answered. this advice will help you HANDLE the system’s most common challenges.
No comment yet.
Scooped by Enzo Calamo
Today, 2:48 PM
Scoop.it!

The 5 Year Window Triggering 70% of Failed Retirement Portfolios

The 5 Year Window Triggering 70% of Failed Retirement Portfolios | Wealth Management Report - Living Your Dreams | Scoop.it
These moves will help ensure your money lasts as long as you do, even in Today’s UNCERTAIN economy.
No comment yet.
Scooped by Enzo Calamo
Today, 2:47 PM
Scoop.it!

Why Stock Risk Commands 90% of the Total Volatility Inside a Standard 60-40 Portfolio

Why Stock Risk Commands 90% of the Total Volatility Inside a Standard 60-40 Portfolio | Wealth Management Report - Living Your Dreams | Scoop.it
Funds make it easy for do-it-yourself investors to add alternative investments to a balanced portfolio.
No comment yet.
Scooped by Enzo Calamo
Today, 2:47 PM
Scoop.it!

Forget the Max 401(k) Benchmark: Why Early Retirees Build a Hidden Taxable Bridge

Forget the Max 401(k) Benchmark: Why Early Retirees Build a Hidden Taxable Bridge | Wealth Management Report - Living Your Dreams | Scoop.it
Whether you stop working after a job loss or on your own terms, these moves will help you stay on course. RETIRING early gives you more time to enjoy life while you’re younger and healthier, but it also has some complications: You’ll pay a penalty if you withdraw money from most retirement savings plans before age 59½. You’ll need to find health insurance to cover you until you’re eligible for Medicare at 65. Your retirement savings may need to last through a period almost as long as your
No comment yet.
Scooped by Enzo Calamo
Today, 2:46 PM
Scoop.it!

The $500,000 Threshold: How a Roth Conversion Triggers a Sudden 45.5% Tax Trap

The $500,000 Threshold: How a Roth Conversion Triggers a Sudden 45.5% Tax Trap | Wealth Management Report - Living Your Dreams | Scoop.it
The sweeping legislation ushers in big changes that affect savers and retirees. Make these moves now to take advantage of them. THE One Big Beautiful Bill Act, signed into law in the summer of 2025, has wide-reaching implications for taxpayers. From an extra deduction for those who are 65 or older to new tax breaks for charitable givers, the legislation contains a plethora of provisions that could lower your tax bill—or in some cases, increase it. Just as noteworthy as the new rules are ones
No comment yet.
Scooped by Enzo Calamo
Today, 2:46 PM
Scoop.it!

Why Retirees with at Least $500,000 in Savings Only Spend Down 12% Over 20 Years

Why Retirees with at Least $500,000 in Savings Only Spend Down 12% Over 20 Years | Wealth Management Report - Living Your Dreams | Scoop.it
MANY LARGE BROKERAGE FIRMS OFFER ACCESS TO A FINANCIAL ADVISER AT A LOW COST. SHOULD YOU TAKE THEM UP ON IT?
No comment yet.
Scooped by Enzo Calamo
Today, 2:44 PM
Scoop.it!

The most livable North American city in the world is in Canada: report

The most livable North American city in the world is in Canada: report | Wealth Management Report - Living Your Dreams | Scoop.it
Vancouver is the ninth most livable city in the world, a new report has found.
No comment yet.
Scooped by Enzo Calamo
Today, 2:39 PM
Scoop.it!

CRA penalizes new immigrants who were late reporting foreign property

CRA penalizes new immigrants who were late reporting foreign property | Wealth Management Report - Living Your Dreams | Scoop.it
Jamie Golombek: Failure to file the form can lead to a late-filing penalty of $25 per day to a maximum of $2,500, plus arrears interest
No comment yet.
Scooped by Enzo Calamo
Today, 8:59 AM
Scoop.it!

The Importance of Coordinating Financial and Estate Plans

The Importance of Coordinating Financial and Estate Plans | Wealth Management Report - Living Your Dreams | Scoop.it
Your financial plan and estate plan should work in concert. Problems can emerge when you treat the two as unrelated entities.
No comment yet.
Scooped by Enzo Calamo
Today, 8:58 AM
Scoop.it!

Why Your Dream Move Abroad Could Be a Financial Nightmare

Why Your Dream Move Abroad Could Be a Financial Nightmare | Wealth Management Report - Living Your Dreams | Scoop.it
Pulling up stakes and moving your family — and your money — abroad isn't for the faint hearted, not least because of ultra complicated tax and banking rules.
No comment yet.
Scooped by Enzo Calamo
July 7, 9:49 PM
Scoop.it!

How to Design Your Retirement Declaration of Independence

How to Design Your Retirement Declaration of Independence | Wealth Management Report - Living Your Dreams | Scoop.it
The paradox of retirement freedom is that the system you retired from gave you order but took away control. True freedom lies in giving life a new structure.
No comment yet.
Scooped by Enzo Calamo
July 7, 9:48 PM
Scoop.it!

5 Ways To Increase Your Investment Income In Retirement

5 Ways To Increase Your Investment Income In Retirement | Wealth Management Report - Living Your Dreams | Scoop.it
Finding income investments in retirement requires a careful balance. Here are five ways to boost your cash flow without taking on unnecessary risk.
No comment yet.
Scooped by Enzo Calamo
July 7, 9:47 PM
Scoop.it!

Your First Moves When an Inheritance Makes You Rich Overnight

Your First Moves When an Inheritance Makes You Rich Overnight | Wealth Management Report - Living Your Dreams | Scoop.it
An inheritance isn't "found money," so don't rush to use it or let others push you into making decisions. These five tips can help you manage the money wisely.
No comment yet.
Scooped by Enzo Calamo
July 7, 9:46 PM
Scoop.it!

Why Even Retirees Need Emergency Funds

Why Even Retirees Need Emergency Funds | Wealth Management Report - Living Your Dreams | Scoop.it
Wealth protects your lifestyle, but liquidity protects your wealth. Here’s why a strategic cash cushion is still your portfolio’s best line of defense.
No comment yet.
Scooped by Enzo Calamo
July 7, 5:54 PM
Scoop.it!

Buying a House Together But Not Married? That's a Bad Move

Buying a House Together But Not Married? That's a Bad Move | Wealth Management Report - Living Your Dreams | Scoop.it
When living together doesn't work out, an unmarried couple with separate financial lives can move on with no strings. Not so if they buy a house together.
No comment yet.
Scooped by Enzo Calamo
July 7, 5:44 PM
Scoop.it!

Businessman blows $40m in 48-hour WA casino gambling spree

Businessman blows $40m in 48-hour WA casino gambling spree | Wealth Management Report - Living Your Dreams | Scoop.it
Details of a millionaire real estate tycoon’s gambling bender at Crown Casino Perth in 2015 have been revealed.
No comment yet.
Scooped by Enzo Calamo
July 7, 5:43 PM
Scoop.it!

Why Are Millionaires Leaving the UK?

Why Are Millionaires Leaving the UK? | Wealth Management Report - Living Your Dreams | Scoop.it
Samuel Johnson once wrote that “when a man is tired of London, he is tired of life.” Today, however, there seems to be one group that is tired of London: millionaires.
No comment yet.
Scooped by Enzo Calamo
July 7, 5:43 PM
Scoop.it!

Financier sues over family fortune after millionaire dad ‘changed locks while he was on a run’

Financier sues over family fortune after millionaire dad ‘changed locks while he was on a run’ | Wealth Management Report - Living Your Dreams | Scoop.it
Harry Lambert, 42, returned home in 2023 to help care for his elderly mum at his father's request, the court was told
No comment yet.
Scooped by Enzo Calamo
July 7, 5:42 PM
Scoop.it!

Opinion | The millionaire’s tax advances and retreats

Opinion | The millionaire’s tax advances and retreats | Wealth Management Report - Living Your Dreams | Scoop.it
Rhode Island is the latest state to gamble on revenue.
No comment yet.
Scooped by Enzo Calamo
July 7, 5:39 PM
Scoop.it!

The New Meaning Of "Millionaire" In U.S. Wealth Management

The New Meaning Of "Millionaire" In U.S. Wealth Management | Wealth Management Report - Living Your Dreams | Scoop.it
The New Meaning Of "Millionaire" In U.S. Wealth ManagementThe Wealth Advisor Contributor
No comment yet.
Scooped by Enzo Calamo
July 7, 5:36 PM
Scoop.it!

IRS Updates Gift Tax Rules for Trump Account Contributions

IRS Updates Gift Tax Rules for Trump Account Contributions | Wealth Management Report - Living Your Dreams | Scoop.it
Parents and other contributors now have more clarity on a key tax issue tied to the newly launched tax-advantaged accounts.
No comment yet.
Scooped by Enzo Calamo
July 7, 1:28 PM
Scoop.it!

From Empty Shelves to Empty Stockpiles: The Next Big Defense Supply Chain Opportunity

From Empty Shelves to Empty Stockpiles: The Next Big Defense Supply Chain Opportunity | Wealth Management Report - Living Your Dreams | Scoop.it
America’s weapons, drones and critical minerals stockpiles are dangerously depleted – and Washington is racing to rebuild the defense supply chain. Discover why that urgency could create major opportunities in smaller defense and resource stocks for investors who move early.
No comment yet.
Scooped by Enzo Calamo
July 7, 12:56 PM
Scoop.it!

What I Learned From Being Around The Top 0.01%

No comment yet.
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.