Ask a Planner by CFP Jason Heath - MoneySense

Financial Planning

What to do with a monetary advance on your inheritance

Real Estate

Advice on making your first home more affordable

Pensions

Avoiding future interest is one way to look at your return on investment

Taxes

Tax implications of making transfers between registered accounts

Taxes

How to handle death inside a joint investment account

Real Estate

How to calculate capital gains and losses on rental property

Retirement

An easy guide to income splitting for seniors

Cindy and her husband are looking for strategies to help them save on taxes in retirement.

Retirement

The ins and outs of tax and estate planning for a RRIF

81-year old Lydia wants to minimize tax and maximize the estate value of her RRIF on death

Real Estate

Should retirees pay off their mortgages with investments?

Liz has just retired and wonders if she should use her investments to pay off her mortgage, despite her advisor’s advice to the contrary.

Retirement

What to do when banks give questionable financial advice to seniors

Mel can’t get a straight answer from his bank about his investment fees and is looking for some input on investing late in retirement.