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Articles By Jason Heath, CFP:

retirement

Retirement

Retirement after a second marriage

Tina wants to know how to invest the proceeds from going from two homes to one with her fiance

Retirement after a second marriage

Retirement

Should you buy or rent in retirement?

Cathy is torn between owning a home or continuing to rent

Should you buy or rent in retirement?

Bonds

Can dividend stocks replace bonds?

It sounds good in theory, but is it may not be the best strategy in practice

Can dividend stocks replace bonds?

Financial Planning

Phoenix pay system shows need for emergency fund

Less than half of Canadians have more than $10K saved for a rainy day

Phoenix pay system shows need for emergency fund
tax questions

Financial Planning

So, your child is going to inherit millions

What can Brian do to make sure the right people are there to guide his daughter?

So, your child is going to inherit millions
investing

Financial Planning

Should I trust my advisor or accountant?

Here's what to consider when faced with conflicting advice

Should I trust my advisor or accountant?

Columns

Can a Canadian who lives in the U.S. buy ETFs in an RRSP?

He wants to buy exchange traded funds in his RRSP, the problem is the bank said no

Can a Canadian who lives in the U.S. buy ETFs in an RRSP?
stacks of coins

Taxes

Where do I pay probate fees?

Len’s will was prepared in Quebec, where most of his assets are located. Now he lives in Ontario. How...

Where do I pay probate fees?

RESPs

RESP investing for your teenager

Karl is wondering if he made a mistake buying a corporate bond ETF for his teen's education savings

RESP investing for your teenager