Advertisement

Articles By Jason Heath, CFP:

Reporting the sale of a rental property

Taxes

A quick and easy primer on capital gains tax

How capital gains tax works with a TFSA, plus other need-to-know info

A quick and easy primer on capital gains tax
tfsa contribution room

TFSAs

When not to contribute to a TFSA

Richard is looking for some advice on an $80K inheritance. A TFSA isn't the holy grail of investing

When not to contribute to a TFSA
unlock lira

Financial Planning

Can you unlock a LIRA early?

In Alberta there are 5 instances when you may be able to

Can you unlock a LIRA early?

Save

Paying off debt with investment income

Shawn can pay off his mortgage with his stock investments. The question is: Should he?

Paying off debt with investment income
avoid probate

Financial Planning

Help your parents avoid probate

Should you buy your parent's home to dodge probate?

Help your parents avoid probate
A newspaper photo of US stock performance

Investing

Investing U.S. stocks in a TFSA

Avoiding U.S. stocks in your TFSA may lead you to pay more tax

Investing U.S. stocks in a TFSA

Financial Planning

What is in a financial plan?

Here's exactly what a financial plan from a fee-only planner entails.

What is in a financial plan?
TFSA limit

TFSAs

Can I reset my TFSA?

John has lost money in his TFSA and he wants to figure out the best way to make lemonade...

Can I reset my TFSA?
tfsa contribution room

Financial Planning

What happens to a TFSA after you die?

There are three things you can do to make sure your TFSA goes to who you want

What happens to a TFSA after you die?