The article “Four key things to consider if you are planning to retire this year” was originally published in Financial Post on February 1, 2022. PHOTO BY GETTY IMAGES/ISTOCKPHOTO FILES. When should you start CPP? What’s the best RRIF strategy?...
The article “Why cash isn’t always the best gift, especially when it comes to your kids” was originally published in Financial Post on December 29, 2021. PHOTO BY FRANCIS RACINE/CORNWALL STANDARD-FREEHOLDER/POSTMEDIA NETWORK FILES. Instead of giving...
The article “A deep dive into the ‘strategic’ capital gain and loss planning you should do this year.” was originally published in Financial Post on December 3, 2021. PHOTO BY GETTY IMAGES. When capital gains are inevitable, use these...
The article “FP Answers: What effect will changing employers have on my investment strategy?” was originally published by Julie Cazzin with Brenda Hiscock, on November 5, 2021 in Financial Post. PHOTO BY GETTY IMAGES/ISTOCKPHOTO FILES. Wilson’s new...
The article “Surging real estate wealth is a golden opportunity for some to accelerate retirement plans” was originally published in Financial Post on November 2, 2021. PHOTO BY GIGI SUHANIC/NATIONAL POST ILLUSTRATION. Some British Columbia and Ontario...
The article “What to expect (financially) when you’re expecting” was originally published in Financial Post on September 20, 2021. PHOTO BY CHLOE CUSHMAN/NATIONAL POST ILLUSTRATION FILES New parents have a lot to learn and these financial...
The article “How to minimize tax and maximize impact when passing your savings to the next generation” was originally published in Financial Post on August 30, 2021. PHOTO BY CHLOE CUSHMAN/NATIONAL POST ILLUSTRATION FILES. Jason Heath: If you have more...
The article “FP Answers: How do I invest after I have topped up my TFSA and RRSP?” was originally published by Julie Cazzin on August 27, 2021 in Financial Post. PHOTO BY GETTY IMAGES. Try these other strategies to minimize investment taxes if you have run...
The article “FP Answers: My income has doubled and I need to learn how to invest it better. Help?” was originally published by Julie Cazzin with Brenda Hiscock on August 20, 2021 in Financial Post. PHOTO BY GETTY IMAGES/ISTOCKPHOTO. Suddenly more than...
The article “New rules boost financial protection for seniors, but getting them to opt in can be a delicate process” was originally published in Financial Post on July 27, 2021. PHOTO BY CHLOE CUSHMAN/NATIONAL POST ILLUSTRATION FILES. CSA introduces...
The article “Here’s what you need to know if your retirement is riding on your rental property income” was originally published in Financial Post on July 2, 2021. PHOTO BY ERNEST DOROSZUK/TORONTO SUN/POSTMEDIA FILES Jason Heath: There are unique...
The article “These are the mistakes do-it-yourself retirement planners make most often” was originally published on Financial Post on June 3, 2021. PHOTO BY CHLOE CUSHMAN/NATIONAL POST ILLUSTRATION FILES Jason Heath: By planning prudently, you can retire...
