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Articles By Jason Heath, CFP:

Retirement

Drawing down retirement savings as a single senior

What to do with pensions, RRSPs, TFSAs, CPP and OAS as a solo retiree

Drawing down retirement savings as a single senior

RRIFs

How to decide when to convert RRSPs to RIFFs

Bart has three RRSP accounts and wants to know how his RRIF withdrawals are calculated

How to decide when to convert RRSPs to RIFFs

Investing

How to help a parent invest in their 80s

Beth is trying to help her mother decide what to do with the sale proceeds of her house.

How to help a parent invest in their 80s

RRIFs

Tax withholding on RRIF withdrawals

Bob is concerned about the tax withholding on his RRIF withdrawals. He’s not sure he’s drawing down his investments...

Tax withholding on RRIF withdrawals

Real Estate

Should you buy real estate just to stay in the market?

Face it. There are plenty of other better options.

Should you buy real estate just to stay in the market?
do you need an rrsp to retire?

Retirement

Do you really need an RRSP to retire?

Riza is worried about retiring without an RRSP. But do you even need one?

Do you really need an RRSP to retire?

Retirement

Is it okay to retire with debt?

Steve has debt but also has a generous DB pension. Should he retire?

Is it okay to retire with debt?
executor of wills and estates executor duties

Financial Planning

“I’ve been named an executor. Where on earth do I start?!”

Executor duties can be overwhelming. Where do you start? Here's advice.

“I’ve been named an executor. Where on earth do I start?!”

Taxes

Are RRSP contributions worth it at age 70?

Shirley wants to offset capital gains. Is it worth it?

Are RRSP contributions worth it at age 70?