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Articles By Jason Heath, CFP:

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Are you ready to retire?

9 questions to help you determine if you can afford to quit working

Are you ready to retire?

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How pension income splitting really works

Ken is trying to get some answers so he can plan a tax efficient retirement income for he and...

How pension income splitting really works
ontario budget 2017

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Optimize your retirement income

Jackie is approaching retirement and her husband is retired. She’s looking to optimize her retirement income and minimize her...

Optimize your retirement income

Investing

Juggling personal and workplace RRSPs

Make workplace RRSPs your primary focus

Juggling personal and workplace RRSPs

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Using more than one financial adviser

At key times in your life, it makes sense to use more than one financial adviser. Does it make...

Using more than one financial adviser

Investing

How spousal RRSP withdrawals work

Avoid unexpected tax consequences by know how attribution works

How spousal RRSP withdrawals work

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Timing RRSP withdrawals

Kate has a home repair that she wants to fund with an RRSP withdrawal. Should she? And if she...

Timing RRSP withdrawals

Investing

Debt repayment vs. RRSP contribution

There’s no rule of thumb when it comes to RRSP contributions versus mortgage repayment

Debt repayment vs. RRSP contribution

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Invest or pay off the mortgage?

Here's what Martin should do with the money he's currently stuffing in his TFSA

Invest or pay off the mortgage?