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These Tax Changes Could Open Up More Options For Real Estate Investors, Homeowners And Renters Of All Ages

These Tax Changes Could Open Up More Options For Real Estate Investors, Homeowners And Renters Of All Ages

by Jason Heath | Mar 2, 2021 | Financial Post, Jason Heath, News

The article “These Tax Changes Could Open Up More Options For Real Estate Investors, Homeowners And Renters Of All Ages” was originally published in Financial Post on March 2, 2021. Tax incentives may be more effective than disincentives to benefit the...
Life Expectancy Is One Of The Great Unknowns In Retirement Planning, But These Strategies Cover You No Matter What

Life Expectancy Is One Of The Great Unknowns In Retirement Planning, But These Strategies Cover You No Matter What

by Jason Heath | Jan 27, 2021 | Financial Post, Jason Heath, News

The article “Life Expectancy Is One Of The Great Unknowns In Retirement Planning, But These Strategies Cover You No Matter What” was originally published on Financial Post on January 27, 2021. Here are some strategies for both a long and short retirement...
Here’s What You Need To Know If You Plan To Keep Working Into Retirement

Here’s What You Need To Know If You Plan To Keep Working Into Retirement

by Jason Heath | Dec 21, 2020 | Financial Post, Jason Heath, News

The article “Here’s What You Need To Know If You Plan To Keep Working Into Retirement” was originally published on Financial Post on December 21, 2020. There are different ways to keep working, and financial and lifestyle implications to consider The...
How Employers Can Boost Employees’ Financial Security Even As Pension And Insurance Benefits Shrink

How Employers Can Boost Employees’ Financial Security Even As Pension And Insurance Benefits Shrink

by Jason Heath | Nov 23, 2020 | Financial Post, Jason Heath, News

The article “How Employers Can Boost Employees’ Financial Security Even As Pension And Insurance Benefits Shrink” was originally published on Financial Post on November 23, 2020. Companies are in a unique position to help their workers without huge...
The Retirement Downsizing Myth: No, Seniors Aren’t Moving In Droves — And That Will Affect The Housing Market

The Retirement Downsizing Myth: No, Seniors Aren’t Moving In Droves — And That Will Affect The Housing Market

by Jason Heath | Oct 20, 2020 | Financial Post, Jason Heath, News

The article “The Retirement Downsizing Myth: No, Seniors Aren’t Moving In Droves — And That Will Affect The Housing Market” was originally published on Financial Post on October 20, 2020. Retirement community developers and aspiring young homebuyers...
How Much Debt Is Too Much? How To Figure Out If You’re Taking On More Than You Can Handle

How Much Debt Is Too Much? How To Figure Out If You’re Taking On More Than You Can Handle

by Jason Heath | Sep 29, 2020 | Financial Post, Jason Heath, News

The article “How Much Debt Is Too Much? How To Figure Out If You’re Taking On More Than You Can Handle” was originally published on Financial Post on September 29, 2020. The government is racking up debt, but that doesn’t mean households should...
Retirement Planning Can Be So Complex People Avoid It Altogether. Here’s How To Avoid That Trap.

Retirement Planning Can Be So Complex People Avoid It Altogether. Here’s How To Avoid That Trap.

by Jason Heath | Aug 24, 2020 | Financial Post, Jason Heath, News

The article “Retirement Planning Can Be So Complex People Avoid It Altogether. Here’s How To Avoid That Trap.” was originally published on Financial Post on August 24, 2020. There are ways it can be simplified Saving for retirement can be a daunting...
Five Key Personal Finance Lessons We Should Be Learning From This Crisis

Five Key Personal Finance Lessons We Should Be Learning From This Crisis

by Jason Heath | Jul 21, 2020 | Financial Post, Jason Heath, News

The article “Five Key Personal Finance Lessons We Should Be Learning From This Crisis” was originally published on Financial Post on July 21, 2020. The pandemic has put the financial plans of Canadians to the test and also reminded us why we make such...
Here’s What You Need To Consider Before Taking An Early Retirement Package

Here’s What You Need To Consider Before Taking An Early Retirement Package

by Jason Heath | Jun 11, 2020 | Financial Post, Jason Heath, News

The article “Here’s What You Need To Consider Before Taking An Early Retirement Package” was original published on Financial Post on June 11, 2020. Four key things to think about before and after signing on the dotted line   The pandemic...

Here’s What Kind Of Return You Can Expect From Stock Markets Going Forward

by Jason Heath | May 19, 2020 | Financial Post, Jason Heath, News

  The article “Here’s What Kind Of Return You Can Expect From Stock Markets Going Forward” was originally published on Financial Post on May, 19, 2020. These factors will help investors and advisors set appropriate expectations about returns...
Death and Taxes: Estate Settlement Can Cost Money, Time and Relationships

Death and Taxes: Estate Settlement Can Cost Money, Time and Relationships

by Jason Heath | Apr 21, 2020 | Financial Post, Jason Heath, News

The article “Death and Taxes: Estate Settlement Can Cost Money, Time and Relationships” was originally published on Financial Post on April 21, 2020. A properly crafted estate plan should envision the financial and family implications that can draw out for...
Death And Taxes: How To Navigate The Probate Process To Keep Tax Costs In Check

Death And Taxes: How To Navigate The Probate Process To Keep Tax Costs In Check

by Jason Heath | Mar 24, 2020 | Financial Post, Jason Heath, News

The article “Death And Taxes: How To Navigate The Probate Process To Keep Tax Costs In Check” was originally published on Financial Post on March 24, 2020. There are ways to reduce or avoid probate fees and reasons to try to, but there are some things to...
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Blog Contributors

Jason Heath
Nancy Grouni
Brenda Hiscock

Recent Posts

  • Maximizing Spousal RRSP Contributions In Your 70s March 22, 2021
  • Should You Always Split Your Pension Income? March 15, 2021
  • How To Invest Down Payment Funds While Timing The Real Estate Market March 8, 2021
  • These Tax Changes Could Open Up More Options For Real Estate Investors, Homeowners And Renters Of All Ages March 2, 2021
  • Tax Implications Of Building A Laneway Suite March 1, 2021
  • You May Be Able To Claim These Commonly Overlooked Medical Expenses On Your Tax Return February 26, 2021
  • How Do Mortgage Brokers Get Paid? February 26, 2021
  • Financial Planning In Your 70s February 9, 2021
  • When Are Tax-Deferred And Tax-Free Accounts Actually Taxable? February 2, 2021
  • Life Expectancy Is One Of The Great Unknowns In Retirement Planning, But These Strategies Cover You No Matter What January 27, 2021
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