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Articles By Jason Heath, CFP:

bonds vs. cash

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The lowdown on long-term bonds

AJ has three long-term bonds in his RRIF. The yields are good, but he’s worried that these investments were...

The lowdown on long-term bonds

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RRIF management: Going it alone

Keep your retirement portfolio simple and above all else, have a plan

RRIF management: Going it alone

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Is now the time to invest in oil?

It's TFSA and RRSP season and time to check on your exposure to crude

Is now the time to invest in oil?

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RRSP withdrawals for TFSA contributions

When, if ever, is this a good idea?

RRSP withdrawals for TFSA contributions

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Getting a second opinion on your investment portfolio

Truth is, you can only get it from someone who is licensed to sell the products you have

Getting a second opinion on your investment portfolio
A man lying in a hospital bed looking upset

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Insurance you need and don’t need

Ignorance is not bliss when it comes to your finances and in particular when it comes to insurance. Here’s...

Insurance you need and don’t need

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How to drawdown your retirement portfolio

Bob has a few different accounts he can draw from to fund retirement. Where should he start?

How to drawdown your retirement portfolio

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Making an RRSP withdrawal to pay the mortgage

It almost never pays, unless you find yourself suddenly unemployed

Making an RRSP withdrawal to pay the mortgage

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How to invest a RRIF

Sharon gets advice on how to effectively invest her $500,000 RRIF

How to invest a RRIF