Helpful Guides

Losing a loved one is a heartbreaking experience. Here's what you need to know about their car, home, and life insurance

From sitting for hours in front of a monitor, to long meetings -- How can we stay safe and prepared while working from home?

Losing a loved one is always painful and many families feel overwhelmed — not just by the tragic loss, but also by everything that needs to be done at an already difficult time. Here are some steps to consider and things to do when someone dies.

What if you have a mortgage but are unable to work due to illness? That's where insurance comes in, but there are different types. In this article, we're covering the different types of insurance and which ones you might need!

Our friends at Quber break down why having an emergency fund is so important, plus they're sharing a few tips to help get your emergency fund growing in no time!

Planning for our own deaths can feel scary and uncomfortable, no wonder many Canadians tend to these important life tasks, like making a will. We’ve partnered with our friends at Arbor Memorial to guide you through the process of pre-planning and selecting your funeral and burial wishes.

Do you ever have tasks that just never seem to get checked off your to-do list? You know, the things that you know you have to get done but somehow, you can never bring yourself to finish. We’ve rounded up some tips to help you stop procrastinating on your to-do’s.

While 2020 was challenging, it was also a year of growth and learning. To kick off 2021, we're sharing some unexpected things we learned last year.

How did you do in 2020, and where can you do better in 2021? This financial checklist is a great place to get started!

The last few weeks of the year is perfect time to wrap up some important to-do’s from this year that still may be on your list. Here are 6 reasons why you should tackle making will before the New Year!

Most people think of that in terms of diversifying across asset classes but did you know that you can diversify within the real estate asset class?

Talking to family about end-of-life planning can be tricky. So here are our top 10 tips for having conversations around death and wills with loved ones.

While holidays may look a bit different this year, this year has made for a great opportunity to give a gift that can leave a lasting impact. To help you get gifting, we’ve rounded up a list of the top financial savvy and memorable gifts you can give and receive this holiday season.

Life insurance is a tool that everyone need to strengthen their financial health and plan for their future. But when should you start thinking about adding it to your financial toolkit? Here are 3 life events that should light the "life insurance" light bulb in your head.

With so many accounts floating around in the cloud, how to you ensure you’re protecting your digital assets the same way you would protect your physical assets?

You’re probably thinking, “Talking about wills and death seems like an incredibly morbid social activity. Why would I want to subject anyone else to that?” We totally get that, the topic of wills can be quite scary, but we promise that bringing some friends and family along on the ride is almost guaranteed to make the process less daunting.

When it comes to end-of-life planning, having a fully-fledged and concrete idea of what your plans will be is not only beneficial for you but for your loved ones as well. We’ve partnered with Eirene to help you better understand and choose your end-of-life arrangements.

Everyone plans to hand their business over elegantly through a sale, or by handing the reins to someone after we retire - what we don’t expect is to pass away unexpectedly and leave our business in limbo. This article covers a few elements to consider when making your succession plan.

After years of dreaming, you’ve finally saved up enough money to buy the home, car, or fancy bike you’ve been wanting. How can you protect both the financial and sentimental value of your newest purchase?

Willful is a great choice for many Canadians, but in some complex situations it may be beneficial to seek 'offline advice' for your estate planning needs. Our friends at Advisorsavvy are breaking down these situations and discussing how to find a reputable financial advisor.