by Jason Heath | Feb 26, 2021 | Jason Heath, MoneySense Magazine, News
The article “How Do Mortgage Brokers Get Paid?” was originally published on MoneySense on February 27, 2021. Adil is about to close on a home purchase and is surprised that his mortgage broker is asking for a cash payment for the broker fee before the...
by Jason Heath | Feb 9, 2021 | Jason Heath, MoneySense Magazine, News
The article “Financial Planning In Your 70s” was originally published on MoneySense on February 9, 2021. Be mindful of these money concerns, even after retirement. When most people think about financial planning, they think about saving and investing for...
by Jason Heath | Feb 2, 2021 | Jason Heath, MoneySense Magazine, News
The article “When Are Tax-Deferred And Tax-Free Accounts Actually Taxable?” was originally published on MoneySense on February 2, 2021. A new investor, Tawheeda is looking for clarification on the tax payable on U.S. and Canadian stocks in her RRSP and...
by Jason Heath | Jan 27, 2021 | Financial Post, Jason Heath, News
The article “Life Expectancy Is One Of The Great Unknowns In Retirement Planning, But These Strategies Cover You No Matter What” was originally published on Financial Post on January 27, 2021. Here are some strategies for both a long and short retirement...
by Jason Heath | Jan 25, 2021 | Jason Heath, MoneySense Magazine, News
The article “What To Consider If You Still Have RRSP Contribution Room” was originally published on MoneySense on January 25, 2021. With just weeks left before the contribution deadline, a Certified Financial Planner rounds up key facts and common RRSP...
by Jason Heath | Jan 18, 2021 | Jason Heath, MoneySense Magazine, News
The article “Capital Gains On Subdivided Land” was originally published on MoneySense on January 18, 2021. Devon was lucky enough to buy a lot that he was able to subdivide, sell some of the land and build a house on the rest. Does he owe tax? Q. Our...
by Jason Heath | Jan 11, 2021 | Jason Heath, MoneySense Magazine, News
The article “Financial Priorities For The New Year” was originally published on MoneySense on January 11, 2021. January is a good time to review your investments, tax and debt management planning. Here’s how to get started. The new year is often a time for...
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....
