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Articles By Jason Heath, CFP:

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?

Retirement

Can I retire in 6 months?

Walter, 63, may be forced into retirement next spring. But is he ready?

Can I retire in 6 months?
will

Investing

Investing as power of attorney

Selling his mother's house will leave Frank with $140,000 in proceeds. Here's what he should do with the money

Investing as power of attorney
compound interest

Retirement

Where should I transfer my pension?

Rachel has two options: a bank or an investment firm

Where should I transfer my pension?
monthly pension vs lump sum commuted pension

Save

RRSPs, DCPPs, CPP, oh my!

Daniel has plenty of retirement options. Which should he prioritize?

RRSPs, DCPPs, CPP, oh my!