Explore Our Financial Literacy Blogs
Take charge of your financial future with real-world insights, strategies, experiences and practical tips. From saving and investing to insurance and debt management, our blog is your go-to resource for smarter money decisions.
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Double Duty: How I Turned Universal Life Insurance Into a Wealth-Building Tool—and a New Career
By: Ruby Sanoy | Licensed Financial Advisor
As a massage therapist, I’ve always been passionate about helping people—relieving stress, easing pain, and encouraging balance. But a few years ago, I realized I wasn’t giving the same kind of care to my own financial well-being. I had a steady stream of clients, a modest savings account, and a basic term life insurance policy. Still, I felt like I was just coasting—not building anything lasting.
Then one day, during a session with a relatively new client, everything changed.
Smart Leverage, Real Results - How We’re Paying Down Our Mortgage Faster Without Spending a Cent
By: Felix Diaz, P. Eng. | Licensed Financial Advisor
I’ve always been cautious with money—until my wife, a financial advisor, suggested using our home equity to invest. What followed was a deep dive into strategy, risk control, and a plan that’s quietly grown 34% in three years. This isn’t a story about gambling—it’s about building confidence through education, discipline, and trust.