What is a Working Capital Account?

The Working Capital Account (WCA) is the foundation of Whole Picture Planning.  It is the single most important decision you can make in creating ever-increasing working capital (savings) to deploy into other wealth-building opportunities....

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Canada Life makes investing simpler – new mutual fund names are here

To make it easier for you to know what’s in your investment portfolio, Canada Life™ is updating their fund names to be more reflective of what the funds offer...

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In-Person vs. Virtual: Should Your Financial Advisor Live in Your Area?

Is local more important than other factors, such as designations and certifications, years of experience, areas of expertise and more? We investigate this in this quick read article....

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Bank Accounts - Good, Better, Best

Everything you’ve been told about money is wrong and is the reason why you are not getting ahead faster financially....

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What documents and receipts to keep for filing your taxes

Need help figuring out what you need to submit? This guide can help you prepare...

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How to set your financial resolutions for the New Year

Looking for a New Year’s resolution? Consider your financial goals as part of your plan for 2021...

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Why financial literacy is important for your future

Knowing a little goes a long way...

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Understanding the different types of term life insurance policies

Deciding what term life insurance is best for you depends on your personal situation and your stage of life...

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Is it better to pay off debt or save money?

If you have some extra room in your budget, consider this as you make your decision...

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How to pay off credit card debt

Not all credit cards are evil. Here’s how to use yours carefully to avoid interest fees...

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