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Articles By Jason Heath, CFP:

filing taxes

Taxes

Tax troubles when moving to the U.S.

Rajesh and his wife are moving to the U.S. What are the tax implications of their rental property in...

Tax troubles when moving to the U.S.

RRSPs

I left Canada—should I still invest in RRSPs?

It depends on if you're paying tax in Canada

I left Canada—should I still invest in RRSPs?

Pensions

Do I qualify for the pension tax credit?

The eligibility for the credit is based on your age, sources of income and tax payable

Do I qualify for the pension tax credit?
cash flow

Investing

What to do with your extra cash

A high-interest savings account is great, but if you're willing to stray from the safety net, there are potentially...

What to do with your extra cash

Financial Planning

Finding your financial footing

After the death of her spouse and having left her job due to her health, Georgia is left wondering—what's...

Finding your financial footing

Financial Planning

Joint tenancy vs. tenants in common

You can jointly own assets in two ways. Remember, each has different estate planning and tax implications

Joint tenancy vs. tenants in common

Retirement

How to boost your retirement income

Patricia is trying to figure out how best to maximize her retirement income with the least amount of tax...

How to boost your retirement income

Taxes

Recovering from bad Home Buyers’ Plan advice

Scott got incorrect tax advice and now he’s trying to figure out the best way to fix things on...

Recovering from bad Home Buyers’ Plan advice
life insurance

Life Insurance

Should I have life insurance in retirement?

George isn't sure if his $100 monthly insurance premiums are better off in a savings account

Should I have life insurance in retirement?