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Articles By Jason Heath, CFP:

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Can I avoid probate?

Spike is settling an estate and trying to determine which assets are subject to probate

Can I avoid probate?
retirees

Annuities

Cautiously investing for retirement

How to generate retirement income without a company pension plan

Cautiously investing for retirement

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How to make the most of a pension transfer

Shelter as much of your savings from tax as possible

How to make the most of a pension transfer

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Advice for a conservative investor

Taking on too little risk can be a risky strategy in and of itself

Advice for a conservative investor
rate of return

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Your expected rate of return

Canadian equity portfolios are expected to yield 6.3% before fees in 2015, according to the FPSC

Your expected rate of return

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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

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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)

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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

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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