Wealth Management Report - Living Your Dreams
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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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December 6, 8:43 AM
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Time Is Running Out to Make the Best Tax Moves for 2025

Time Is Running Out to Make the Best Tax Moves for 2025 | Wealth Management Report - Living Your Dreams | Scoop.it
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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December 6, 8:41 AM
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Are You Ghosting Your Finances? What to Do About Money Stress

Are You Ghosting Your Finances? What to Do About Money Stress | Wealth Management Report - Living Your Dreams | Scoop.it
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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December 6, 8:39 AM
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Think You Know How to Be Happy in Retirement? These 9 Stats May Surprise You

Think You Know How to Be Happy in Retirement? These 9 Stats May Surprise You | Wealth Management Report - Living Your Dreams | Scoop.it
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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December 6, 1:41 AM
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10 Reasons Most People Will Stay Broke In 2026 (And Don't Even Know It)

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December 5, 10:25 PM
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You’re Building Wealth in the Wrong Order

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December 5, 5:23 PM
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Consumers may not be feeling as ‘rosy’ as the economy appears to be - National | Globalnews.ca

Consumers may not be feeling as ‘rosy’ as the economy appears to be - National | Globalnews.ca | Wealth Management Report - Living Your Dreams | Scoop.it
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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December 5, 5:03 PM
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Nearly Three-Quarters of Millionaires Use A Financial Advisor — More Than Twice The Rate of The Average Investor

Nearly Three-Quarters of Millionaires Use A Financial Advisor — More Than Twice The Rate of The Average Investor | Wealth Management Report - Living Your Dreams | Scoop.it
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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December 5, 5:02 PM
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I'm a Self-Made Millionaire: 5 Ways I'm Planning My Retirement -- Without a 401(k)

I'm a Self-Made Millionaire: 5 Ways I'm Planning My Retirement -- Without a 401(k) | Wealth Management Report - Living Your Dreams | Scoop.it
Think you need a 401(k) plan to retire rich? Think again.
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December 5, 1:56 PM
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The Money Game Exposed The Greatest Illusion About Wealth

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December 5, 9:20 AM
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CRA warns against circular CI insurance scheme

CRA warns against circular CI insurance scheme | Wealth Management Report - Living Your Dreams | Scoop.it
Manoeuvre aims to dodge taxes with offshore insurance
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December 5, 8:57 AM
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Canadian families could pay $1,000 more for groceries in 2026, report warns | Globalnews.ca

Canadian families could pay $1,000 more for groceries in 2026, report warns | Globalnews.ca | Wealth Management Report - Living Your Dreams | Scoop.it
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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December 5, 3:01 AM
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What Investors May Face in the New Year: Interview

What Investors May Face in the New Year: Interview | Wealth Management Report - Living Your Dreams | Scoop.it
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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December 4, 7:28 PM
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How investors can navigate AI, commodities and market risks

How investors can navigate AI, commodities and market risks | Wealth Management Report - Living Your Dreams | Scoop.it
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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December 4, 10:09 AM
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Food prices could jump 4 to 6 per cent next year, says Dalhousie report

Food prices could jump 4 to 6 per cent next year, says Dalhousie report | Wealth Management Report - Living Your Dreams | Scoop.it
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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December 4, 10:01 AM
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Larry Fink: The 4 Assets You Must Own for Retirement

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December 4, 10:00 AM
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Larry Fink: How to Think Like a Successful Investor

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December 4, 9:53 AM
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Larry Fink: The 5 Golden Rules Every Investor Must Know

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December 4, 9:48 AM
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The System Keeps You Broke, Here’s The Only Way To Escape (& Get Rich)

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December 4, 8:23 AM
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The Biblical Truth About Money No One Ever Told You And Why You Feel Stuck

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December 4, 8:09 AM
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Priced out of real estate, Canadians turn to the booming stock market

Priced out of real estate, Canadians turn to the booming stock market | Wealth Management Report - Living Your Dreams | Scoop.it
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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December 4, 8:06 AM
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What should Americans who live in Canada now do with their IRA retirement savings?

What should Americans who live in Canada now do with their IRA retirement savings? | Wealth Management Report - Living Your Dreams | Scoop.it
Moving your U.S. Individual Retirement Account to Canada without understanding the full impact can be a costly mistake
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December 4, 8:06 AM
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Who really benefits from proposed RRIF changes? Wealthy couples and the financial industry

Who really benefits from proposed RRIF changes? Wealthy couples and the financial industry | Wealth Management Report - Living Your Dreams | Scoop.it
The push for further reform comes largely from those with the most to gain
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December 4, 8:05 AM
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A holiday shopping list – for your finances

A holiday shopping list – for your finances | Wealth Management Report - Living Your Dreams | Scoop.it
Here are some small stocking stuffers, larger gifts, things to avoid, and reminders so you don’t forget essentials
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December 4, 8:02 AM
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Why coffee prices are soaring – even more than other groceries

Why coffee prices are soaring – even more than other groceries | Wealth Management Report - Living Your Dreams | Scoop.it
Extreme weather conditions disrupted harvests and supply, especially Arabica beans, which are vulnerable to rising temperatures, drought and crop diseases
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December 3, 1:27 PM
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How to Increase Affordability

How to Increase Affordability | Wealth Management Report - Living Your Dreams | Scoop.it
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.