Cautiously investing for retirement
How to generate retirement income without a company pension plan
Articles By Jason Heath, CFP:
How to make the most of a pension transfer
Shelter as much of your savings from tax as possible
Advice for a conservative investor
Taking on too little risk can be a risky strategy in and of itself
Your expected rate of return
Canadian equity portfolios are expected to yield 6.3% before fees in 2015, according to the FPSC
Working while collecting CPP, OAS
Over 65? You can choose whether to continue contributing to CPP in order to collect more later on
Paying off the line of credit
Nancy received an inheritance, took out a line of credit and has spent almost all of it. Now she’s...
Buying U.S. stocks with a weak Canadian dollar
A well diversified portfolio demands U.S. stocks, even with a lowly loonie
What to do with a windfall
One of the best things you can do with a sudden influx of cash is nothing, at first
Am I saving enough for retirement?
How to find the answer using a reasonable set of assumptions