What to do with a monetary advance on your inheritance
Maureen’s husband wants to put a $200,000 gift from her parents toward their mortgage, but she isn’t convinced.
Articles By Jason Heath, CFP:
Can Canadian seniors collect government benefits while still working?
Rose is transitioning to semi-retirement at 65, and wonders about the tax and clawback implications of receiving CPP and...
Avoiding future interest is one way to look at your return on investment
Should Vince cash out his medical pension to pay down his mortgage, or keep it as an indexed $400...
How to handle death inside a joint investment account
After Vee’s father passed away, her advisor made some transactions that she’s now questioning.
How to calculate capital gains and losses on rental property
Chris’s rental property used to be his principal residence. After enduring some bad tenants, he’s looking to sell
An easy guide to income splitting for seniors
Cindy and her husband are looking for strategies to help them save on taxes in retirement.
The ins and outs of tax and estate planning for a RRIF
81-year old Lydia wants to minimize tax and maximize the estate value of her RRIF on death
Can I have a multi-generational RESP?
If money is left over in your child's RESP you can in theory use it for your future grandkid's...
How to avoid a pension clawback from a one-time event
Mike wants to know what can be done to avoid a reduction in government pension income due to a...