by Jason Heath | Dec 10, 2019 | Jason Heath, MoneySense Magazine, News
The article “Planning For An Inheritance” was originally published on MoneySense on December 10, 2019. Nearly half of Canadians expect to receive an inheritance. But while it’s important to consider those potential funds in your own retirement planning,...
by Jason Heath | Dec 4, 2019 | Jason Heath, MoneySense Magazine, News
The Article “How To Recover Financially From Divorce” was originally published on MoneySense on December 4, 2019. Top tips: Try to avoid any hasty decisions regarding real estate, and take the time to ensure you have the amount and type of insurance...
by Jason Heath | Nov 15, 2019 | Jason Heath, MoneySense Magazine, News
The article “Should You Borrow To Pay Expenses On An Investment Property?” was originally published on MoneySense on November 15, 2019. Garry, who’s retired, needs additional cash to cover the cost of maintaining a property he rents out. Should he consider...
by Jason Heath | Nov 6, 2019 | Jason Heath, MoneySense Magazine, News
The article “Understanding Your Company Pension Plan” was originally published on MoneySense on November 6, 2019. While the specifics can vary quite widely from plan to plan, a good place to start is with the basic differences between “defined benefit” and...
by Jason Heath | Oct 29, 2019 | Jason Heath, MoneySense Magazine, News
The article “Should I Sell Off Some Investments To Avoid OAS Clawbacks?” was originally published on MoneySense on October 29, 2019. Q. I’m due to receive Old Age Security (OAS) benefits next year. I’m concerned because the dividends I receive from my investments will...
by Jason Heath | Oct 16, 2019 | Jason Heath, MoneySense Magazine, News
The article “Who’ll Pay For The Cottage If I Die?” was originally published on MoneySense on October 16, 2019. Having a mortgage doesn’t necessarily mean you need life insurance coverage equal to the amount you owe on it. Q. We are non-residents who...
by Jason Heath | Oct 9, 2019 | Jason Heath, MoneySense Magazine, News
The article “What Is A Pension Bridge Benefit And How Does It Work?” was originally published on MoneySense on October 9, 2019. With retirement a couple years away, Kevin is considering his options. Forgoing the bridge benefit may help him enjoy his...
by Jason Heath | Oct 2, 2019 | Jason Heath, MoneySense Magazine, News
The article “What The Federal Parties’ 2019 Campaign Platforms Mean For Your Money” was originally published on MoneySense on October 2, 2019. With the election approaching, we asked a financial planner to break down the issues that will hit your wallet....
by Jason Heath | Sep 24, 2019 | Jason Heath, MoneySense Magazine, News
The article “What Investors Need To Know About Changes To TD e-Series Funds” was originally published on MoneySense on September 24, 2019. TD e-Series Funds have been staples for passive index-fund investors and Canadian Couch Potato enthusiasts for two...
by Jason Heath | Sep 18, 2019 | Jason Heath, MoneySense Magazine, News
The article “Will Selling My House Help Me Retire Sooner – And More Securely?” was originally published on MoneySense on September 18, 2019. Karen divorced at 55 and worries about carrying mortgage debt when she retires. At the same time, she thinks...
by Jason Heath | Sep 4, 2019 | Jason Heath, MoneySense Magazine, News
The article “Should You Take Out A Loan To Pay For Your Wedding?” was originally published on MoneySense on September 4, 2019. Saving up for the big day could be easier than you think. Q. My girlfriend and I have been living together in an apartment in...
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...
