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Scooped by
Enzo Calamo
Today, 2:49 PM
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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
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Enzo Calamo
Today, 2:49 PM
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think you have all the rules down pat? even longtime benEficiaries are stumped sometimes.
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Enzo Calamo
Today, 2:48 PM
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you asked, we answered. this advice will help you HANDLE the system’s most common challenges.
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Enzo Calamo
Today, 2:48 PM
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These moves will help ensure your money lasts as long as you do, even in Today’s UNCERTAIN economy.
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Enzo Calamo
Today, 2:47 PM
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Funds make it easy for do-it-yourself investors to add alternative investments to a balanced portfolio.
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Enzo Calamo
Today, 2:47 PM
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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
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Scooped by
Enzo Calamo
Today, 2:46 PM
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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
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Scooped by
Enzo Calamo
Today, 2:46 PM
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MANY LARGE BROKERAGE FIRMS OFFER ACCESS TO A FINANCIAL ADVISER AT A LOW COST. SHOULD YOU TAKE THEM UP ON IT?
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Scooped by
Enzo Calamo
Today, 2:44 PM
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Vancouver is the ninth most livable city in the world, a new report has found.
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Enzo Calamo
Today, 2:39 PM
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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
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Enzo Calamo
Today, 8:59 AM
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Your financial plan and estate plan should work in concert. Problems can emerge when you treat the two as unrelated entities.
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Scooped by
Enzo Calamo
Today, 8:58 AM
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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.
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Scooped by
Enzo Calamo
July 7, 9:49 PM
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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.
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Scooped by
Enzo Calamo
July 7, 9:48 PM
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Finding income investments in retirement requires a careful balance. Here are five ways to boost your cash flow without taking on unnecessary risk.
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Enzo Calamo
July 7, 9:47 PM
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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.
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Enzo Calamo
July 7, 9:46 PM
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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.
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Enzo Calamo
July 7, 5:54 PM
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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.
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Scooped by
Enzo Calamo
July 7, 5:44 PM
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Details of a millionaire real estate tycoon’s gambling bender at Crown Casino Perth in 2015 have been revealed.
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Enzo Calamo
July 7, 5:43 PM
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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.
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Enzo Calamo
July 7, 5:43 PM
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Harry Lambert, 42, returned home in 2023 to help care for his elderly mum at his father's request, the court was told
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Enzo Calamo
July 7, 5:42 PM
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Rhode Island is the latest state to gamble on revenue.
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Enzo Calamo
July 7, 5:39 PM
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The New Meaning Of "Millionaire" In U.S. Wealth ManagementThe Wealth Advisor Contributor
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Enzo Calamo
July 7, 5:36 PM
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Parents and other contributors now have more clarity on a key tax issue tied to the newly launched tax-advantaged accounts.
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Scooped by
Enzo Calamo
July 7, 1:28 PM
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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.
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Scooped by
Enzo Calamo
July 7, 12:56 PM
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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.
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