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Articles By Jason Heath, CFP:

Pensions

Working while collecting CPP, OAS

Over 65? You can choose whether to continue contributing to CPP in order to collect more later on

Working while collecting CPP, OAS

Line of Credit

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...

Paying off the line of credit
(Boris Austin/Getty Images)

Columns

Buying U.S. stocks with a weak Canadian dollar

A well diversified portfolio demands U.S. stocks, even with a lowly loonie

Buying U.S. stocks with a weak Canadian dollar
windfall inheritance

Financial Planning

What to do with a windfall

One of the best things you can do with a sudden influx of cash is nothing, at first

What to do with a windfall
retirement

Columns

Am I saving enough for retirement?

How to find the answer using a reasonable set of assumptions

Am I saving enough for retirement?

Taxes

So you’ve inherited real estate

Capital gains and other implications to consider

So you’ve inherited real estate

Columns

Is a Couch Potato Portfolio appropriate for retirees?

It can be, as long as it meets your cash flow needs

Is a Couch Potato Portfolio appropriate for retirees?

Investing

Advice for small investors

Got less than $100,000 saved? Here's what you need to know

Advice for small investors

Ask a Planner

Handling big changes at retirement

Q. My mom is about to retire and I am looking for someone to advise her on the following:...

Handling big changes at retirement