How to figure out your investment fees
John is unclear about what he’s paying his advisor, and cannot seem to get a straight answer.
Articles By Jason Heath, CFP:
How to avoid OAS clawbacks when you’ve had a temporary increase in income
A one-time bump in Sam’s income triggered an Old Age Security benefit clawback, and he wants to know if...
Incorporated business owners: Should you pay yourself a salary?
If you own an incorporated business, you can pay yourself a salary—but sometimes it’s the wrong choice.
Transferring employer pensions to LIRAs, LIFs and RRSPs
Can you take it with you? After quitting his job, Andrew wants to know if he can transfer that...
Home buyers: How large should your down payment be?
Is it best to maximize your down payment on a house or condo purchase, or keep some money to...
How much should you withdraw from your RRIF?
Sandy wants to deplete a registered retirement income fund by age 90 and wonders how much to take out...
Are interest payments tax deductible?
Interest paid may be tax deductible under the right circumstances. Find out which scenario might apply to you.
Can you change your mind about taking CPP early?
Rena started receiving Canada Pension Plan benefits at age 60 and wants to know if she can now defer...
Divorce over 50: managing your finances if you find yourself single in the run-up to retirement
"Grey divorce" is on the rise—and it can have significant financial impacts, from daily cash flow to tax planning...