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Articles By Jason Heath, CFP:

Retirement

House rich, cash poor in retirement

Four options to consider if you find yourself in this situation

House rich, cash poor in retirement

Columns

Investing outside RRSPs and TFSAs

How to invest after you’ve exhausted RRSP and TFSA contribution limits

Investing outside RRSPs and TFSAs

Financial Planning

Find a financial adviser you can trust

In a product-focused, sales-driven industry it's tough but doable

Find a financial adviser you can trust

Columns

When investment fees are—and aren’t—worth it

Mauriusz is looking to lower his investment fees after he transferred his investments from a group plan to his...

When investment fees are—and aren’t—worth it

Index Funds

When to rebalance a Couch Potato portfolio

How and when to add more U.S. stock exposure

When to rebalance a Couch Potato portfolio

Columns

Investment options for Canadian expats

Here are the pros and cons of investing in real estate and securities while living abroad

Investment options for Canadian expats

Retirement

How to generate retirement income

DIY investors' best bet is a combination of equity funds and GICs

How to generate retirement income

Mutual Funds

Should I get out of my high-fee mutual funds?

Keith is considering a move to a new investment adviser in search of lower fees

Should I get out of my high-fee mutual funds?
income property

Taxes

Reducing capital gains on the sale of a cottage

Fred's mother wants to claim the cottage her principal residence before selling it to the kids

Reducing capital gains on the sale of a cottage