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Articles By Jason Heath, CFP:

Investing

Advice for small investors

Got less than $100,000 saved? Here's what you need to know

Advice for small investors

Ask a Planner

Handling big changes at retirement

Q. My mom is about to retire and I am looking for someone to advise her on the following:...

Handling big changes at retirement

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?