Beaches Financial Group - Bellwether Family Wealth

The Biggest Retirement Challenge for Boomers Might Be Talking to Their Kids Older generations are more likely to stay hush-hush about their finances compared with younger ones.

Your Friend Group Has a Financial Culture. You May Not Have Chosen It. Our spending habits are often influenced by our social circles. You can help shape what it looks like.

Why you should (almost) always look on the bright side of life The benefits—and dangers—of optimism

How Longer Life Expectancy Is Changing Retirement Planning People are living longer nowadays. According to the Centers for Disease Control and Prevention (CDC), the average life expectancy at birth in 2024 was 76.5 years for males, 81.4 years for females, and 79 years for both sexes. But these averages don’t tell the whole story. Medical advances mean mor...

Don’t Get Too Comfortable. Your Quality of Life Depends On It. Research shows that vitality is improved by challenging avoidance, stasis and soothing habits—and instead leaning into uncertainty and discomfort.

Why It’s So Hard to Spot a Stock-Market Bubble A sudden surge in share prices makes us all think we know what’s coming next.

Should You Pay Off Your Mortgage Before Retirement? Paying off a mortgage before retirement is a personal decision, and one that likely depends on your specific financial situation.

How the Busiest People Find Joy Research suggests that to have a satisfying life, you need to regularly feel three things: achievement, meaningfulness, and joy in the moment. How well are you doing on each of those fronts?

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