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Articles By Jason Heath, CFP:

A man lying in a hospital bed looking upset

Financial Planning

Insurance you need and don’t need

Ignorance is not bliss when it comes to your finances and in particular when it comes to insurance. Here’s...

Insurance you need and don’t need

Retirement

How to drawdown your retirement portfolio

Bob has a few different accounts he can draw from to fund retirement. Where should he start?

How to drawdown your retirement portfolio

RRSPs

Making an RRSP withdrawal to pay the mortgage

It almost never pays, unless you find yourself suddenly unemployed

Making an RRSP withdrawal to pay the mortgage

RRIFs

How to invest a RRIF

Sharon gets advice on how to effectively invest her $500,000 RRIF

How to invest a RRIF

Ask a Planner

How and when to switch financial advisers

You can and should track your financial adviser's performance against a benchmark

How and when to switch financial advisers

Financial Planning

Financial advice for a second marriage

John's second wife-to-be is more financially independent than he is. How should they manage their finances as a couple?

Financial advice for a second marriage
bonds vs. cash

Bonds

Time to get out of bonds?

It's often said that the bond bubble is about to burst. So why would anyone invest in them? ...

Time to get out of bonds?

Financial Planning

How to find an independent financial planner

Only a couple hundred of the 90,000 financial advisers in this country are advice-only planners

How to find an independent financial planner

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Why you don’t need an emergency fund

Only the banks win when you sit on too much cash

Why you don’t need an emergency fund