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...
by Jason Heath | Aug 15, 2019 | Jason Heath, MoneySense Magazine, News
The article “What Is Wealth Insurance?” was originally published on MoneySense on August 15, 2019. Charles wants to know if he should consider buying wealth insurance in order to maximize the after-tax value of his estate. The short answer is: It depends....
by Jason Heath | Aug 9, 2019 | Jason Heath, MoneySense Magazine, News
The article “Gifting Real Estate To Your Adult Children” was originally published on MoneySense on August 9 2019. Consider the impact of potential capital gains tax, what might happen to the property if your child gets divorced or dies, and whether there’s...
by Jason Heath | Jul 30, 2019 | Jason Heath, MoneySense Magazine, News
The article “Should I Loan Investments Or Money To My Spouse?” was originally published on MoneySense on July 30, 2019. The idea is to split income, following Canada Revenue Agency guidelines, so the family pays less tax overall. Q. I’m 38 years old and have been...
by Jason Heath | Jul 24, 2019 | Jason Heath, MoneySense Magazine, News
The article “Should You Opt In To A Group RRSP?” was originally published on MoneySense on July 24, 2019. If your employer offers a matching contribution, you get an automatic return on investment that would be tough to beat anywhere else. Q. I’m 35 years...
by Jason Heath | Jul 18, 2019 | Jason Heath, MoneySense Magazine, News
The article “Should Partners Combine Their Finances Before Marriage?” was originally published on MoneySense on July 19, 2019. Mathew wants to help his girlfriend kickstart an investing plan. Is gifting money for her TFSA a good idea? Q. Should I gift my...
by Jason Heath | Jul 16, 2019 | Financial Post, Jason Heath, News
The article “What You Need To Know If You’re Making The Leap From Land Owner To Landlord” was originally published on Financial Post on July 16, 2019. Here are some tips on financing, taxation and what you can expect from future price growth Home...
by Jason Heath | Jul 11, 2019 | Jason Heath, MoneySense Magazine, News
The article “Should You Use Your RRSP To Fund A Later-in-Life University Degree?” was originally published on MoneySense on July 11, 2019. At 58, Agatha plans to pursue a master’s degree. Should she use tap into her retirement savings to fund her...
by Jason Heath | Jun 26, 2019 | Jason Heath, MoneySense Magazine, News
The article “Moving To The U.S.? Here’s What To Do With Your Canadian Investments” was originally published on MoneySense on June 26, 2019. Set to start a new job south of the border, Justin will need to consider that registered and non-registered accounts...
by Jason Heath | Jun 19, 2019 | Financial Post, Jason Heath, News
The article “When It Comes To Your Financial Plan, Think Process, Not Product” was originally published on Financial Post on June 19, 2019. Jason Heath: A financial plan is more than a one-time event, and it certainly shouldn’t exist solely in your...
