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Articles By Jason Heath, CFP:

RRIFs

How to drain a RRIF

There's nothing wrong with planning to spend every last penny you've saved

How to drain a RRIF

RRIFs

Scared to spend your retirement savings?

David is sitting pretty going into retirement but he’s reluctant to draw on his savings at all

Scared to spend your retirement savings?
Don't confuse bank representatives with financial planners (Jose Luis Pelaez Inc./Getty Images)

Retirement

Financial planner without a plan

Despite having worked with several bank reps, George still doesn’t have a plan and it's costing him dearly

Financial planner without a plan

Pensions

How to maximize government pensions

The timing of when to begin CPP can be more art than science

How to maximize government pensions

Financial Planning

When your advisor stops caring

John had his adviser’s attention at first. Now it’s started to wane. What should he do now that he...

When your advisor stops caring

Retirement

Pension withdrawals: Lump-sum vs. deferred payment

Bill is trying to make a choice between taking a lump-sum commuted value from his defined benefit pension or...

Pension withdrawals: Lump-sum vs. deferred payment
A man is seen sitting at a table looking at his ipad

RRSPs

How to get money out of locked-in retirement accounts

Pete has a LIRA and wants to understand the rules on making withdrawals

How to get money out of locked-in retirement accounts
cra tax

Debt

What to do with an inheritance

Should Rich use his $200,000 inheritance to reduce his debt and increase his cash flow?

What to do with an inheritance

Retirement

Are you ready to retire?

9 questions to help you determine if you can afford to quit working

Are you ready to retire?