Beaches Financial Group - Bellwether Family Wealth

The Mind Game That Investors Can’t Stop Playing Buying what’s hot feels right at the time, but too often ends in tears.

You’re About to Retire. What Are You Doing for the Next 20 or 30 Years? Workers often focus solely on their retirement savings balance. But figuring out how you want to spend the rest of your life could be job No. 1.

3 Questions to Pressure-Test Your Priorities When everything feels urgent, the hardest part isn’t doing more—it’s knowing what to focus on.

Stop Shaming Yourself Into Better Habits. Science Says This Emotion Works Better New research says joy, not shame, is what makes better habits stick. Here's the 5-step method two UBC psychologists use to build them.

This Year’s Family Reunion: Matching T-Shirts, BBQ—and Financial Advice The sprawling Rosenthal clan is meeting this weekend to reconnect and empower future generations with family wisdom on finding success.

When stock market investors chase themes, fundamentals take a back seat Today's market environment is driven less by company specific fundamentals and more by broad macroeconomic themes.

Are you richer than you think? If so, it's time to think about who is going to get your money Giving to charity earlier may have meaningful advantages for you over waiting to leave it all in a will.

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The Simple Summer Activity That Brings Families Closer Together Looking for an easy way to improve everyone’s mood this summer? Start by stepping outside together. It's no surprise that the best family memories happen away from screens.

CRA Loves it When Retirees Miss These 10 Tax Breaks "Are you accidentally paying the CRA more than you need to? Learn the 10 most overlooked retirement tax breaks in Canada that can keep thousands of dollars in your pocket. You worked hard, saved diligently, and retired responsibly. But every year, many Canadian seniors hand over extra cash to the go...