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Articles By Jason Heath, CFP:

Retirement

How do I make my retirement savings last?

Ingrid wants to save enough for the next 30 years

How do I make my retirement savings last?

Financial Planning

Financial contracts with family

Angela and her husband are buying out their in-laws’ home

Financial contracts with family

Retirement

Ready to retire without a plan?

You're not alone. Here's what you need to consider in terms of tax and investments

Ready to retire without a plan?

Retirement

How to choose a retirement date

Don and his wife are worried that they will pay too much tax if they keep working and accumulating...

How to choose a retirement date

Taxes

Capital gains tax: Selling non-registered investments

Sara’s fiancé is paying lots of tax on his non-registered investment income. And as time goes on, the tax...

Capital gains tax: Selling non-registered investments

RRIFs

How to drain a RRIF

There's nothing wrong with planning to spend every last penny you've saved

How to drain a RRIF

RRIFs

Scared to spend your retirement savings?

David is sitting pretty going into retirement but he’s reluctant to draw on his savings at all

Scared to spend your retirement savings?
Don't confuse bank representatives with financial planners (Jose Luis Pelaez Inc./Getty Images)

Retirement

Financial planner without a plan

Despite having worked with several bank reps, George still doesn’t have a plan and it's costing him dearly

Financial planner without a plan

Pensions

How to maximize government pensions

The timing of when to begin CPP can be more art than science

How to maximize government pensions