by Jason Heath | Oct 29, 2019 | Jason Heath, MoneySense Magazine, News
The article “Should I Sell Off Some Investments To Avoid OAS Clawbacks?” was originally published on MoneySense on October 29, 2019. Q. I’m due to receive Old Age Security (OAS) benefits next year. I’m concerned because the dividends I receive from my investments will...
by Jason Heath | Oct 16, 2019 | Jason Heath, MoneySense Magazine, News
The article “Who’ll Pay For The Cottage If I Die?” was originally published on MoneySense on October 16, 2019. Having a mortgage doesn’t necessarily mean you need life insurance coverage equal to the amount you owe on it. Q. We are non-residents who...
by Jason Heath | Oct 15, 2019 | Financial Post, Jason Heath, News
The article “These Are The Election Promises That Could Affect Your Personal Finances” was originally published on Financial Post on October 15, 2019. There’s merit in proposals presented by each of the parties, even if some are controversial As a...
by Jason Heath | Oct 9, 2019 | Jason Heath, MoneySense Magazine, News
The article “What Is A Pension Bridge Benefit And How Does It Work?” was originally published on MoneySense on October 9, 2019. With retirement a couple years away, Kevin is considering his options. Forgoing the bridge benefit may help him enjoy his...
by Jason Heath | Oct 2, 2019 | Jason Heath, MoneySense Magazine, News
The article “What The Federal Parties’ 2019 Campaign Platforms Mean For Your Money” was originally published on MoneySense on October 2, 2019. With the election approaching, we asked a financial planner to break down the issues that will hit your wallet....
by Jason Heath | Sep 24, 2019 | Jason Heath, MoneySense Magazine, News
The article “What Investors Need To Know About Changes To TD e-Series Funds” was originally published on MoneySense on September 24, 2019. TD e-Series Funds have been staples for passive index-fund investors and Canadian Couch Potato enthusiasts for two...
by Jason Heath | Sep 18, 2019 | Financial Post, Jason Heath, News
The article “The Real ‘Advice Gap’ When It Comes To Financial Planning Has Nothing To Do With Investment Products” was originally published on Financial Post on September 18, 2019. Investors are suffering from a lack of access to comprehensive...
by Jason Heath | Sep 18, 2019 | Jason Heath, MoneySense Magazine, News
The article “Will Selling My House Help Me Retire Sooner – And More Securely?” was originally published on MoneySense on September 18, 2019. Karen divorced at 55 and worries about carrying mortgage debt when she retires. At the same time, she thinks...
by Jason Heath | Sep 4, 2019 | Jason Heath, MoneySense Magazine, News
The article “Should You Take Out A Loan To Pay For Your Wedding?” was originally published on MoneySense on September 4, 2019. Saving up for the big day could be easier than you think. Q. My girlfriend and I have been living together in an apartment in...
by Jason Heath | Aug 29, 2019 | Financial Post, Jason Heath, News
The article “How To Save For Retirement At A Time When Most Aren’t Saving Much At All” was originally posted on Financial Post on August 29, 2019. Of course, regular saving is a good way to plan for retirement, but how much to set aside and how to...
by Jason Heath | Aug 27, 2019 | Jason Heath, MoneySense Magazine, News
The article “Can You Make A Transfer From An RESP To A Spouse’s RRSP?” was originally ublished on MoneySense on August 27, 2019. Ralph has unused savings in a registered education savings plan, and wonders if he can move the taxable portion to his wife’s...
by Jason Heath | Aug 20, 2019 | Jason Heath, MoneySense Magazine, News
The article “What Are The Tax Implications Of Donating Land?” was originally published on MoneySense on August 20, 2019. Donating, rather than selling, could be a way to put money back in your pocket in the form of a tax refund, while benefitting a charity...
