by Jason Heath | Jul 28, 2020 | Jason Heath, MoneySense Magazine, News
The article “Which Savings Plans Should A 37-Year-Old With A Military Disability Income Contribute To, And When?” was originally published on MoneySense on July 28, 2020. Jason and his wife have registered disability savings plans, and want to know how to...
by Jason Heath | Jul 22, 2020 | Jason Heath, MoneySense Magazine, News
The article “The Cost Of Socially Responsible Investing” was originally published on MoneySense on July 22, 2020. Are there enough options available for Canadians who want to invest according to their values – and do you have to compromise on...
by Jason Heath | Jul 21, 2020 | Financial Post, Jason Heath, News
The article “Five Key Personal Finance Lessons We Should Be Learning From This Crisis” was originally published on Financial Post on July 21, 2020. The pandemic has put the financial plans of Canadians to the test and also reminded us why we make such...
by Jason Heath | Jul 15, 2020 | Jason Heath, MoneySense Magazine, News
The article “Understanding The 1994 Capital Gains Tax Election” was originally published on MoneySense on July 15, 2020. John was not aware of the $100,000 capital gains exemption that applied until 1994 and wants to know if he can use it to reduce the tax...
by Jason Heath | Jul 9, 2020 | Jason Heath, MoneySense Magazine, News
The article “Planning For Retirement With Little Or No Savings To Draw On” was originally published on MoneySense on July 9, 2020. Financial planning advice is often catered to wealthier Canadians. What can retirement look like for those without healthy...
by Jason Heath | Jul 2, 2020 | Jason Heath, MoneySense Magazine, News
The article “Triggering Losses By Transferring Investments To A TFSA” was originally published on MoneySense on July 2, 2020. Stavros is worried that contributing an investment in kind to his TFSA will trigger the “superficial loss rule.” Q. I just...
by Jason Heath | Jun 24, 2020 | Jason Heath, MoneySense Magazine, News
The article “What To Consider When Naming Investment Account Beneficiaries” was originally published on MoneySense on July 24, 2020. Whom you name as your account beneficiary—and whether you name one—can have tax and estate implications. Here’s what you...
by Jason Heath | Jun 16, 2020 | Jason Heath, MoneySense Magazine, News
The article “RESP Advice For Canadian Citizens Living In The U.S.” was originally published on MoneySense on June 16, 2020. Sohail has become a non-resident of Canada, but still has a RESP account he is contributing to each month. He wants to know how to...
by Jason Heath | Jun 11, 2020 | Financial Post, Jason Heath, News
The article “Here’s What You Need To Consider Before Taking An Early Retirement Package” was original published on Financial Post on June 11, 2020. Four key things to think about before and after signing on the dotted line The pandemic...
by Jason Heath | Jun 10, 2020 | Jason Heath, MoneySense Magazine, News
The article “Borrowing Money To Invest” was originally published on MoneySense on June 10, 2020. Should you open a margin account with your broker, or opt for an RRSP loan? And what are the potential tax benefits and risks? There are different ways...
by Jason Heath | Jun 4, 2020 | Jason Heath, MoneySense Magazine, News
The article “Does A Spouse’s Real Estate Ownership Cancel Out First-Time Homebuyer Qualifications” was originally published on MoneySense on June 4, 2020. Meredith’s husband purchased a condo before they got married. She’s never lived in it, and wonders if...
by Jason Heath | May 27, 2020 | Jason Heath, MoneySense Magazine, News
The article “What’s Involved In Moving Investments From A High-fee Advisor To A DIY Setup?” was originally published on MoneySense on May 27, 2020. Brett is concerned about the fees on his mutual funds and wonders if a fee-for-service advisor can help him...
