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...
by Jason Heath | Dec 21, 2020 | Jason Heath, MoneySense Magazine, News
The article “Can Life Insurance Be Used As A Fixed Income Investment?” was originally published on MoneySense on December 21, 2020. Emerging from a serious health scare, Dana wonders if she can use her life insurance to replace the bonds in her investment...
by Jason Heath | Dec 18, 2020 | Jason Heath, MoneySense Magazine, News
The article “Halal Investing in Canada” was originally published on MoneySense on December 18, 2020. Investing can be challenging for Muslims, as solutions that are both Shariah-compliant and effective at helping achieve long-term financial goals are...
by Jason Heath | Dec 7, 2020 | Jason Heath, MoneySense Magazine, News
The article “Ways To “Unlock” Retirement Savings In A LIRA” was originally published on MoneySense on December 7, 2020. Keith wants to know what to do with his DPSP now that it has been transferred to a locked-in retirement account. Q. When I retired at...
by Jason Heath | Nov 30, 2020 | Jason Heath, MoneySense Magazine, News
The article “Unique Ideas For Your Last Will and Testament” was originally published on MoneySense on November 30, 2020. A straightforward will can work well for many people but, for some, there are clauses to consider that might better convey your wishes....
by Jason Heath | Nov 24, 2020 | Jason Heath, MoneySense Magazine, News
The article “Managing Tax In A “Tenancy In Common” Situation” was originally published on MoneySense on November 24th, 2020. Claudia wants to minimize the tax payable when selling her share of a cottage to the co-owner. Q. I am a co-owner of a cottage in...
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...
by Jason Heath | Nov 16, 2020 | Jason Heath, MoneySense Magazine, News
The article “Financial Literacy For Seniors” was originally published on MoneySense on November 16, 2020. If one spouse makes most or all the financial decisions, the uninvolved spouse can be left vulnerable. That’s one reason seniors, their family...
by Jason Heath | Nov 10, 2020 | Jason Heath, MoneySense Magazine, News
The article “Calculating Expected Returns On The Sale Of Real Estate” was originally published on Moneysense on November 10, 2020. Yan is selling his home and wants to know how to price it to ensure he turns a profit. Q. How do I calculate the capital gain...
by Jason Heath | Nov 2, 2020 | Jason Heath, MoneySense Magazine, News
The article “Should You Set Up A Personal Real Estate Corporation (PREC)?” was originally published on MoneySense on November 2, 2020. Ontario recently joined several other provinces by allowing the establishment of personal real estate corporations. What...
by Jason Heath | Oct 26, 2020 | Jason Heath, MoneySense Magazine, News
The article “How Does Assisted Dying Impact Survivor Pensions?” was originally published on MoneySense on October 26, 2020. Content warning: This article contains discussion of assisted dying and suicide, which may be upsetting to some readers. We have...
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...
