3 posts tagged with "product-update"

Open WealthPath and the first thing you see should answer the only question that really matters: am I going to be okay? The redesigned Mission Control dashboard leads with that verdict — and lets you change it in real time.

One screen that shows where your money comes from, what it's committed to, what's left — and where that surplus could go. The cash-flow panel, rebuilt for the way a planner actually reads a year.

WealthPath now models the Guaranteed Income Supplement year by year — and warns you before a routine RRIF withdrawal quietly erases it.