by Jason Heath | Feb 25, 2019 | Jason Heath, MoneySense Magazine, News
The article “Should Retirees Pay Off Their Mortgages With Investments?” was originally published on MoneySense on February 25, 2019. Liz has just retired and wonders if she should use her investments to pay off her mortgage, despite her advisor’s advice to...
by Jason Heath | Feb 20, 2019 | Jason Heath, MoneySense Magazine, News
The article “How Does A LIRA Work After A Pension Transfer?” was originally published on MoneySense on February 20, 2019. Ted is confused about his investment options after leaving a DC pension, and whether his pension money would be better off in a...
by Jason Heath | Feb 12, 2019 | Jason Heath, MoneySense Magazine, News
The article “What To Do When Banks Give Questionable Financial Advice To Seniors” was originally published on MoneySense on February 12, 2019. Mel can’t get a straight answer from his bank about his investment fees and is looking for some input on...
by Jason Heath | Feb 6, 2019 | Jason Heath, MoneySense Magazine, News
The article “What It Takes To Retire At 45” was originally publishes on MoneySense on February 6, 2019. Konstantino is 27 and hopes to retire by 45. He wants to know how that impacts his RRSP versus TFSA savings strategy. Q: I’m 27 years old with a...
by Jason Heath | Jan 29, 2019 | Financial Post, Jason Heath, News
The article “How Early RRSP Withdrawals Can Help Some Retirees Come Out Ahead” was originally published on Financial Post on January 29, 2019. Who knew? Too much tax deferral and saving too long can be bad things. Registered Retirement Savings Plans are...
