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Articles By Jason Heath, CFP:

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When to rebalance a Couch Potato portfolio

How and when to add more U.S. stock exposure

When to rebalance a Couch Potato portfolio

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Investment options for Canadian expats

Here are the pros and cons of investing in real estate and securities while living abroad

Investment options for Canadian expats

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How to generate retirement income

DIY investors' best bet is a combination of equity funds and GICs

How to generate retirement income

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Should I get out of my high-fee mutual funds?

Keith is considering a move to a new investment adviser in search of lower fees

Should I get out of my high-fee mutual funds?
income property

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Reducing capital gains on the sale of a cottage

Fred's mother wants to claim the cottage her principal residence before selling it to the kids

Reducing capital gains on the sale of a cottage

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How’s my TFSA asset allocation?

This MoneySense.ca reader wants to make sure his TFSA asset allocation fits his risk tolerance and that he’s not...

How’s my TFSA asset allocation?

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How much should I put in my RDSP?

Patricia, 27, has type 1 diabetes and qualifies for the disability tax credit. Here's how she should spread the...

How much should I put in my RDSP?

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How much house can I afford?

Professional athlete Darren can't count a big paycheque forever

How much house can I afford?

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Are you paying too much in investment fees?

Ned and Cathy are paying their adviser $14,000 a year in fees, but could reduce that to $100

Are you paying too much in investment fees?