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Scooped by
Enzo Calamo
December 6, 8:43 AM
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Don't wait until January — investors, including those with a high net worth, can snag big tax savings for 2025 (and 2026) with strategies such as tax-loss harvesting, smart charitable donations and checking those estate planning limits.
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Scooped by
Enzo Calamo
December 6, 8:41 AM
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Worry creates negative emotions and stress, leading to avoidance that can make things worse. You can change your habits by starting small, talking with a trusted family member or friend and being consistent and persistent.
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Scooped by
Enzo Calamo
December 6, 8:39 AM
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When it comes to your retirement happiness, don't believe everything you hear. We've turned to solid research for the facts on finding your bliss in retirement.
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Scooped by
Enzo Calamo
December 6, 1:41 AM
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Scooped by
Enzo Calamo
December 5, 10:25 PM
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Scooped by
Enzo Calamo
December 5, 5:23 PM
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Good news indicators on inflation, the job market and economy may be overshadowing the struggles faced by many consumers as data shows not all are ready to celebrate.
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Scooped by
Enzo Calamo
December 5, 5:03 PM
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Millionaires don't manage their money alone. In fact, one of the most common traits among wealthy Americans is that they lean on professional help. Some 74% of American millionaires, defined as having at least $1 million in investable assets, report that they have a financial advisor, according to the Northwestern Mutual 2025 Planning & Progress Study. In contrast, just about 34% of the general population do so. What This Means in Practice Working with a professional advisor seems to be part of
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Scooped by
Enzo Calamo
December 5, 5:02 PM
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Think you need a 401(k) plan to retire rich? Think again.
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Scooped by
Enzo Calamo
December 5, 1:56 PM
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Scooped by
Enzo Calamo
December 5, 9:20 AM
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Manoeuvre aims to dodge taxes with offshore insurance
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Scooped by
Enzo Calamo
December 5, 8:57 AM
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Canadians could face grocery bills up to $1,000 higher in 2026 as food prices rise 4-6 per cent, with restaurants and meat seeing the biggest jumps.
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Scooped by
Enzo Calamo
December 5, 3:01 AM
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Lerner, the chief market strategist and chief investment officer for Truist Wealth, speaks to Kiplinger about what investors can expect in 2026.
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Scooped by
Enzo Calamo
December 4, 7:28 PM
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As we enter 2026, economic forecasts and reports are predicting a 'new era of growth' centred around AI innovation and global fragmentation.
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Scooped by
Enzo Calamo
December 4, 10:09 AM
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Food prices in Canada could increase by four to six per cent next year, largely led by pricier meat products, according to a forecast by researchers at Dalhousie University.
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Scooped by
Enzo Calamo
December 4, 10:01 AM
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Scooped by
Enzo Calamo
December 4, 10:00 AM
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Scooped by
Enzo Calamo
December 4, 9:53 AM
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Scooped by
Enzo Calamo
December 4, 9:48 AM
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Scooped by
Enzo Calamo
December 4, 8:23 AM
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Scooped by
Enzo Calamo
December 4, 8:09 AM
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Being rebuffed by the housing market could prove to be a blessing in disguise for those pushed into the arms of a red-hot stock market
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Scooped by
Enzo Calamo
December 4, 8:06 AM
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Moving your U.S. Individual Retirement Account to Canada without understanding the full impact can be a costly mistake
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Scooped by
Enzo Calamo
December 4, 8:06 AM
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The push for further reform comes largely from those with the most to gain
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Scooped by
Enzo Calamo
December 4, 8:05 AM
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Here are some small stocking stuffers, larger gifts, things to avoid, and reminders so you don’t forget essentials
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Scooped by
Enzo Calamo
December 4, 8:02 AM
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Extreme weather conditions disrupted harvests and supply, especially Arabica beans, which are vulnerable to rising temperatures, drought and crop diseases
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Scooped by
Enzo Calamo
December 3, 1:27 PM
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As political decisions continue to increase the cost of living, Alexander Green explains why affordability is declining - and outlines the steps individuals can take today to increase their income, wealth, and financial resilience.
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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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