by Jason Heath | Jun 30, 2021 | Jason Heath, MoneySense Magazine, News
The article “What happens to real estate when a spouse dies and property isn’t held jointly?” was originally published on MoneySense on June 30, 2021. Photo by Elina Fairytale from Pexels. Barb’s mother is living in a house that was owned by her deceased...
by Jason Heath | Jun 21, 2021 | Jason Heath, MoneySense Magazine, News
The article “A guide to spousal RRSPs for married and common-law partners” was originally published on MoneySense on June 21, 2021. Photo created by gpointstudio – www.freepik.com. There are benefits, but also potential pitfalls, to beware of when...
by Jason Heath | Jun 14, 2021 | Jason Heath, MoneySense Magazine, News
The article “What tenants need to know about buying out their rental” was originally published on MoneySense on June 14, 2021. Photo by cottonbro from Pexels. Douglas is considering buying the property he rents from his landlord. There are considerations...
by Jason Heath | Jun 10, 2021 | Jason Heath, MoneySense Magazine, News
The article “Tax planning for Canadians who invest in the U.S.” was originally published on MoneySense on June 10, 2021. Photo by Karolina Grabowska from Pexels. There are good reasons for Canadians to invest in the U.S., including portfolio...
by Jason Heath | May 31, 2021 | Jason Heath, MoneySense Magazine, News
The article “When does it make sense to sell real estate in a larger city and buy in a smaller one?” was originally published on MoneySense on May 31, 2021. Photo by Shelagh Murphy from Pexels. If Alison’s annual rent exceeds 5% of the cost to buy a...
by Jason Heath | May 25, 2021 | Jason Heath, MoneySense Magazine, News
The article “Estate planning changes in Ontario” was originally published on MoneySense on May 25, 2021. Photo created by pressfoto – www.freepik.com. Estate planning changes in Ontario Virtual signing and remote witnessing are now permanent...
by Jason Heath | May 17, 2021 | Jason Heath, MoneySense Magazine, News
The article “IVF and adoption costs in Canada” was originally published on MoneySense on May 17, 2021. Photo by Justin Groep on Unsplash. Having kids can be expensive for every family—but for Canadians with fertility issues, there are added...
by Jason Heath | May 14, 2021 | Jason Heath, MoneySense Magazine, News
The article “Selling your house? Here’s where to invest the proceeds” was originally published on MoneySense on May 14, 2021. What to do with the proceeds of a house sale, RRSPs and TFSAs? Invest. Here’s how robo-advisors might work. Q: My wife and I...
by Jason Heath | May 10, 2021 | Jason Heath, MoneySense Magazine, News
The article “How to stop debt or pension payments after someone has died” was originally published on MoneySense on May 10, 2021. Jarnail’s son passed away recently, yet his student loan payments continue to be withdrawn. What should his next steps be? The...
by Jason Heath | May 4, 2021 | Jason Heath, MoneySense Magazine, News
The article “Understanding Income Attribution And How To Deal With It At Tax Time” was originally published on MoneySense on April 5, 2021. Paul and his wife have a non-registered investment account and want to make sure they are reporting the income...
by Jason Heath | Apr 21, 2021 | Jason Heath, MoneySense Magazine, News
The article “New Investment Approaches For Risk-Averse Canadians” was originally published on MoneySense on April 28, 2021. Old-school investors may find the capital preservation techniques they have relied on in the past won’t work the same in the...
by Jason Heath | Apr 20, 2021 | Jason Heath, MoneySense Magazine, News
The article “Where Do We Pay Income Tax If We Retire Abroad?” was originally published on MoneySense on April 20, 2021. There are tax implications in both countries if Marianna moves to Mexico full-time. Q. We’re thinking about moving to Mexico...
