5 Tips For Business Succession Planning
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.
October 5, 2020
Preparing for Big Purchases: How to Buy (And Protect) Them
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?
September 29, 2020
When is having a financial advisor important for estate planning?
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.
September 16, 2020
7 Savvy Personal Finance Moves To Make in a Pandemic
As we cope with this new reality, here are some personal finance moves you should be making to improve your financial situation.
August 6, 2020
Why you should always use your loyalty points as soon as possible
Personal Finance and Travel Expert, Barry Choi, breaks down why you may regret holding onto those loyalty points you've been banking up.
August 4, 2020
Why You Need A Will—Yes, A Will
In the spirit of keeping things real, the end of our lives is one of the most important conversations we aren’t having, so let’s have it.
July 21, 2020
What happens to your bank accounts when you die?
The personal finance experts at Ratehub.ca outline what happens to a bank account after death, including a checklist of what you need to close a deceased person's bank account.
July 20, 2020
Guide to Online Wills for Seniors
We’ve put together this guide to help more seniors in Canada write their will online with confidence and ease.
June 15, 2020
Home Insurance 101: What it covers and why you need it
Your home is one of the biggest investments you’ll ever make, so it’s important to ensure it's fully protected against unexpected events that might catch you off guard financially. That’s where home insurance comes in.
April 21, 2020
Finishing Your Will During COVID-19
Learn how to finalize your will while navigating social distancing and self-quarantine during Canada's COVID-19 coronavirus outbreak.
April 20, 2020
Situations Willful Does Not Currently Support
If you’re considering using Willful to write your will and/or Power of Attorney documents, these are the features that we’re working to support and those we do not have plans to support due to their complex nature.
April 15, 2020
What will happen to your credit card debt and rewards after you pass away?
Find out who will assume responsibility for your credit card debt upon your passing and if your rewards can be redeemed.
April 8, 2020
Planning for the Inevitable: Benefits of Pre-Planning a Funeral
A Licensed Funeral Pre-Planner shares her tips for pre-planning your own funeral.
February 26, 2020
5 things to know when you are moving to a new province
Our friends at MovingWaldo share their tips for moving to a new province to help you avoid any surprises upon arrival.
January 30, 2020
When To Buy Life Insurance: A Quick Guide
The experts at PolicyAdvisor outline the life milestones that signal it may be time for you to buy life insurance.
January 9, 2020
Home Selling 101: How To Sell Your Home On Your Own
The pros at Properly.ca give you a helpful intro into selling your home without a realtor.
November 8, 2019
The Ultimate Back To School Checklist
Use this back-to-school checklist to minimize back to school chaos and get your family organized before the first day.
August 28, 2019
Your Financial To-Do List
1 in 5 parents don’t have key financial products for their children. That's why we've partnered with Wealthsimple and created this personal finance to-do list for Canadian parents.
June 20, 2019
A Guide To Estate Planning for Pets
75% of pet owners want to ensure the future care of their furry companions, but only 7% of pet owners made a formal arrangement for their dog or cat. Learn more about putting a plan in place for your pet.
May 24, 2019