Wealth Management Report - Living Your Dreams
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Stock market gains minted nearly 1 million new millionaires in 2025, UBS says

Stock market gains minted nearly 1 million new millionaires in 2025, UBS says | Wealth Management Report - Living Your Dreams | Scoop.it
Global personal wealth surged by 10.8% in 2025, the biggest jump since 2017, according to UBS.
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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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8 Expenses That Quietly Disappear After Retirement

8 Expenses That Quietly Disappear After Retirement | Wealth Management Report - Living Your Dreams | Scoop.it
Significant expenses, such as payroll taxes, often disappear the day you retire, so you probably won't need to replace as much of your salary as you thought.
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July 18, 9:32 PM
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14 Money Truths from the Bible that Still Beat Wall Street

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July 18, 9:31 PM
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The 7 Financial Laws Solomon Gave His Son — Lost for 3,000 Years

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July 18, 9:25 PM
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Minimalist Habits That Made Me RICH

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July 18, 9:24 PM
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How to Save a $50,000 Emergency Fund in 2 Years (Easy Savings Tips)

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July 18, 9:24 PM
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Why Dumb People Make More Money Than You

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July 18, 7:00 PM
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Opinion: How many of Britain’s millionaires could afford a wealth tax?

Opinion: How many of Britain’s millionaires could afford a wealth tax? | Wealth Management Report - Living Your Dreams | Scoop.it
One in seven households have a net worth of £1 million or more, but we are not a liquid nation
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July 18, 6:59 PM
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The Tax Strategy for People Suffering From Stock-Market Success

The Tax Strategy for People Suffering From Stock-Market Success | Wealth Management Report - Living Your Dreams | Scoop.it
If big gains on stocks have locked you in place, here’s one way to break free
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July 18, 6:57 PM
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Is your financial adviser killing your investment returns?

Is your financial adviser killing your investment returns? | Wealth Management Report - Living Your Dreams | Scoop.it
Passive investing can help you avoid adviser commissions and high taxes due to capital gains, while providing a clear investment strategy
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July 18, 1:23 PM
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Little-known OAS pension rule prevents deferral double dipping

Little-known OAS pension rule prevents deferral double dipping | Wealth Management Report - Living Your Dreams | Scoop.it
A person can only benefit from either the residence provision or the voluntary deferral provision
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July 18, 10:23 AM
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7 Signs You're Practicing Stealth Wealth Without Realizing It

7 Signs You're Practicing Stealth Wealth Without Realizing It | Wealth Management Report - Living Your Dreams | Scoop.it
Are you quietly building wealth? Discover seven everyday habits that could reveal you're practicing stealth wealth without realizing it.
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July 18, 10:22 AM
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What's the Real Secret to Life, Liberty and Happiness?

What's the Real Secret to Life, Liberty and Happiness? | Wealth Management Report - Living Your Dreams | Scoop.it
Money will only get you so far in the pursuit of happiness. Find out how to make the shift from accumulating wealth to living a life that brings you real joy.
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July 18, 10:22 AM
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An Expert Guide to Your Financial Priorities Decade-by-Decade

An Expert Guide to Your Financial Priorities Decade-by-Decade | Wealth Management Report - Living Your Dreams | Scoop.it
This practical guide can help you manage money as you age, from emergency funds and retirement savings to healthcare, taxes and long-term planning.
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July 18, 10:20 AM
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Social Security Cuts: What Retirees Lose in Every State

Social Security Cuts: What Retirees Lose in Every State | Wealth Management Report - Living Your Dreams | Scoop.it
If lawmakers fail to act by 2032, automatic benefit cuts will trigger big monthly losses for individuals and state GDPs. See how hard your state will be hit.
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July 18, 10:17 AM
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How Retirement Planning Has Changed, by Todd Bryant

How Retirement Planning Has Changed, by Todd Bryant | Wealth Management Report - Living Your Dreams | Scoop.it
Todd Bryant of Signature Wealth Partners discusses retirement planning, SECURE Act 2.0, Roth conversions, and achieving long-term financial security.
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July 18, 10:17 AM
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Younger Americans fear AI's retirement impact, Thrivent finds

Younger Americans fear AI's retirement impact, Thrivent finds | Wealth Management Report - Living Your Dreams | Scoop.it
AI-driven job fears are weighing on retirement confidence, especially among Gen Z and Millennials, Thrivent survey finds
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Chart: Better Safe Than Sorry: Americans' Insurances | Statista

Chart: Better Safe Than Sorry: Americans' Insurances | Statista | Wealth Management Report - Living Your Dreams | Scoop.it
This chart shows the share of U.S. respondents who have the following insurance policies (in percent).
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July 18, 10:09 AM
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Chart: Americans Trust the Savings Account | Statista

Chart: Americans Trust the Savings Account | Statista | Wealth Management Report - Living Your Dreams | Scoop.it
This chart shows the share of U.S. respondents who use/own the following selected financial products.
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July 18, 9:57 AM
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Chart: Affordability Drives Entertainment Purchases | Statista

Chart: Affordability Drives Entertainment Purchases | Statista | Wealth Management Report - Living Your Dreams | Scoop.it
This chart shows the reasons why U.S. consumers have spent money on media and entertainment.
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July 17, 10:04 PM
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Costco Benefits And Employee Retention Make It Possible For Hourly Workers To Become Millionaires

Costco Benefits And Employee Retention Make It Possible For Hourly Workers To Become Millionaires | Wealth Management Report - Living Your Dreams | Scoop.it
A longtime Costco cashier is proving that even everyday workers can become millionaires.
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July 17, 10:03 PM
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This Surprising Career Is One of the Top 5 for Minting Millionaires

This Surprising Career Is One of the Top 5 for Minting Millionaires | Wealth Management Report - Living Your Dreams | Scoop.it
Behavior, not outright income, is the key to a seven-figure nest egg.
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July 17, 9:57 PM
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Does ESG investing really make sense?

Does ESG investing really make sense? | Wealth Management Report - Living Your Dreams | Scoop.it
Arbitrary rules mean investors trying to buy ethically miss out on good returns for no good reason, says Max King
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July 17, 9:47 PM
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Canada Pension Plan payments for July are going out soon and maximum amounts are over $1,500

Canada Pension Plan payments for July are going out soon and maximum amounts are over $1,500 | Wealth Management Report - Living Your Dreams | Scoop.it
You might be able to get retroactive payments.
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July 17, 8:42 PM
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Leave a Legacy to Your Loved Ones and Keep Probate Out of It

Leave a Legacy to Your Loved Ones and Keep Probate Out of It | Wealth Management Report - Living Your Dreams | Scoop.it
Putting the right documents in place for your loved ones now can shield them from the stress and legal hurdles of dealing with your estate later.
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July 17, 8:41 PM
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The Best Ways to Invest Your Super Catch-Up Contributions

The Best Ways to Invest Your Super Catch-Up Contributions | Wealth Management Report - Living Your Dreams | Scoop.it
Folks nearing retirement can turbocharge their savings with super catch-up contributions, but how you invest that extra cash depends on several factors.
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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.