by Jason Heath | Apr 2, 2018 | Financial Post, Jason Heath, News
The article “Solo Retirement Is On The Rise — Here’s How You Can Mitigate The Risks” was originally published on Financial Post on March 16, 2018. The three most important ways to minimize the chances of outliving your retirement savings are stocks,... 
by Jason Heath | Mar 28, 2018 | Jason Heath, MoneySense Magazine, News
The article “Timing CPP And OAS With Workplace Pensions” was originally published on MoneySense on March 28, 2018. Even if you expect a ‘bridge’ payment from your DB pension, deferring CPP makes sense Q: My husband is retired military and will turn 60 this... 
by Jason Heath | Mar 20, 2018 | Jason Heath, MoneySense Magazine, News
The article “Cutting Down Capital Gains Tax On Real Estate Sales” was originally published on MoneySense on March 20, 2018. Defer RRSP contributions to mitigate taxes Q: Is there any real estate investment I could invest my capital gains in, without being... 
by Jason Heath | Mar 14, 2018 | Jason Heath, MoneySense Magazine, News
The article “When To Watch Out For OAS Clawbacks” was originally published on MoneySense on March 14, 2018. Working in retirement? Beware clawbacks. Q: I have been trying to find out how much extra income a person can earn without having to report the... 
by Jason Heath | Mar 7, 2018 | Jason Heath, MoneySense Magazine, News
The article “RRSP Top-Ups In Retirement Could Cost You” was originally published on MoneySense on March 7, 2018. Remember: It’s not worth saving $5,000 of tax today to pay $10,000 of tax tomorrow Q: I retired in May 2009 and was under the impression that... 
by Jason Heath | Feb 27, 2018 | Jason Heath, MoneySense Magazine, News
The article “When Income Drops, Should We Tap The RRSP And Feed The TFSA?” was originally published on MoneySense on February 27, 2018. If one partner is home with the kids, it sometimes makes sense to withdraw from an RRSP I’ve been contributing to a... 
by Jason Heath | Feb 20, 2018 | Jason Heath, MoneySense Magazine, News
The article “Giving Money To Your Grandchildren” was originally published on MoneySense on February 20, 2018. Consider a formal trust, among other options Q: A senior couple would like to transfer shares in individual companies to five different... 
by Jason Heath | Feb 19, 2018 | Jason Heath, MoneySense Magazine, News
The article “How Safe Are My Retirement Savings If The Bank Fails?” was originally published on MoneySense on February 19, 2018. What to do to make sure your savings are protected Q: I am considering retiring early (at 55) and based on advice from my... 
by Jason Heath | Feb 11, 2018 | Jason Heath, MoneySense Magazine, News
The article “How To Start Investing Late In Life” was originally published on MoneySense on February 11, 2018. It’s never too late to start playing catch-up Q: I am a late bloomer. I finally have an empty nest, but I had low income employment and always... 
by Jason Heath | Feb 7, 2018 | Jason Heath, MoneySense Magazine, News
The article “Financial Planning And Mental Illness” was originally published on MoneySense on February 7, 2018. Advice for a reader who’s been unable to save due to her chronic mental illness Q: I am 43 with no children or spouse. I have a mental illness... 
by Jason Heath | Jan 31, 2018 | Financial Post, Jason Heath, News
The article “Take Back Control Of Your RRSP With These Three Easy Steps” was originally published on Financial Post on January 31, 2018. Make sure you know what you own, what you pay and what your returns are in order to work toward your retirement goals... 
by Jason Heath | Jan 23, 2018 | Jason Heath, MoneySense Magazine, News
The article “Become A Millionaire By Investing The Wage Hike?” was originally published on MoneySense on January 23, 2018. It’s hard to invest money when you’re making minimum wage. But you can make the boost add up. Ontario Premier Kathleen Wynne... 
