“Should I sell off some investments to avoid OAS clawbacks?”
Cam is already feeling heavily taxed in retirement and wonders if he should get rid of his dividend-paying investments...
Articles By Jason Heath, CFP:
“Who’ll pay for the cottage if I die?”
Having a mortgage doesn’t necessarily mean you need life insurance coverage equal to the amount you owe on it.
What is a pension bridge benefit and how does it work?
With retirement a couple years away, Kevin is considering his options. Forgoing the bridge benefit may help him enjoy...
What the federal parties’ 2019 campaign platforms mean for your money
With the election approaching, we asked a financial planner to break down the issues that will hit your wallet....
What investors need to know about changes to TD e-series Funds
TD e-Series Funds have been staples for passive index-fund investors and Canadian Couch Potato enthusiasts for two decades. Here's...
“Will selling my house help me retire sooner—and more securely?”
Karen divorced at 55 and worries about carrying mortgage debt when she retires. At the same time, she thinks...
Should you take out a loan to pay for your wedding?
Saving up for the big day could be easier than you think.
Can you make a transfer from an RESP to a spouse’s RRSP?
Ralph has unused savings in a registered education savings plan, and wonders if he can move the taxable portion...
What are the tax implications of donating land?
Donating, rather than selling, could be a way to put money back in your pocket in the form of...