Life events

Learn to financially navigate through life's various milestones.

Saving for an emergency or major purpose

Learn to save for unforeseen emergencies and major short-term goals.

How to save for a rainy day

Four questions to help you prepare for unexpected expenses – and where to put your emergency savings.

Save for any goal

Discover ways you could change your spending habits in order to save more.

Aging and caregiving

Learn to save before you get older and items to consider when becoming a caregiver.

Three steps to financial wellness from your twenties to your sixties

Tips to improve your finances at any age.

Five questions to ask about life insurance

Feel confident about protecting your family’s financial plan.

Practical tips for no longer having children at home

The kids are finally gone. Here’s how to make the most of this new stage in life.

When a parent moves in with you

Here's how to navigate the potential emotional and financial challenges.

Time to take away the financial keys?

Here are seven ways adult children can partner as their parents age.

Downsizing: why the dream rarely matches reality

Property wealth is an important piece of retirement planning.

Illness, injury or other crisis

Prepare for the unexpected and learn how to navigate the storm.

Three tips for when life throws you a surprise

You never know what life will throw your way. Here's how to prepare financially.

Financial recovery from a natural disaster

See steps to take to get your financial house in order—before and after a catastrophe.

Managing your budget through difficult times

Understanding your expenses and sources of income can go a long way to alleviating stress.

Six tips for managing volatile markets

When financial markets become unstable, it pays to have an investment plan that you are comfortable with.

How to protect your most important asset with disability insurance

Key considerations when deciding how disability insurance could protect you and your family.

Five reasons to call your Employee Assistance Program

Many employers offer an Employee Assistance Program (“EAP”). Here are some of the ways your EAP can help you and your family.

Losing a loved one

Protect your finances during emotionally challenging times.

Get organised after a death

There may be many things that need to be done; taking a little time to pull together necessary documents and information may help.

Inheritance: Accounts and insurance

Financial accounts with named beneficiaries or transfer on death designations may bypass local legal processes—as may the proceeds from life insurance.

Checklist: Financial steps after a death

Review the list of things to consider.

How to protect finances if you’re widowed

Here are six important steps to help protect your personal finances.

What to do with an inheritance

Understand the things to consider when receiving an inheritance.

Divorce

Understand how your finances can be impacted by divorce.

Dividing your assets in divorce

Not all assets are created equal—some carry costs and taxes.

Marriage and partnering

Plan together, grow together.

Planning a wedding

Decide how much you want to spend on your wedding.

Five financial tips for newlyweds

Establish goals together, get organised, and review your financial protections.

Money and your relationship

It’s easy to let your heart make decisions in a romantic relationship but it’s important to take the time to talk about financial topics too.

Teaching children about money

Help your kids get money smart.

Tips for raising a saver

Start teaching kids about money early with our age-appropriate lessons.

Five life lessons to teach your kids about money

Help them navigate their way through the world of money.

Move forward by moving back home - for now

Eight tips to help make moving back in with your parents your opportunity for success.

Financial lessons your kids won’t learn at school

Don’t assume your kids have a financial education.

Financial literacy for kids

Understand the things to consider when discussing money with their kids.

Planning and paying for a child's education

How can you invest in your child’s future?

Should you pay your (grand)child’s university fees?

Attending university is increasingly becoming a luxury. Here are some things to consider.

Planning for your child’s university or trade school

You may not be surprised to hear that there’s a lot to think about when you have children.

Dealing with student debt

If you have student loans, you’re not alone. Here are ways to take control of your debt.

Having a child or adoption

Balancing your finances and parenthood can be challenging. Learn how you can plan ahead.

How to prepare financially for a baby

Children can be expensive so it can help to plan early on.

Adoption: Workplace benefits and planning

Additional benefits to consider when planning on adopting.

Three financial tips every working parent needs to know

Balancing parenthood, work and finances is no easy feat.

Is your partner considering becoming a stay-at-home parent?

It’s a decision that affects your family and career, and everyone has different needs.

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