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Should you buy life insurance to pay for tax owed upon death?

Should you buy life insurance to pay for tax owed upon death?

by Jason Heath | Apr 1, 2024 | Jason Heath, MoneySense Magazine, News

The article “Should you buy life insurance to pay for tax owed upon death?” was originally published in MoneySense on April 1, 2024. Photo by charliepix from charliepix. When you die, capital gains tax might apply to some of your assets. Can life insurance...
Should you claim your common-law partner on your taxes?

Should you claim your common-law partner on your taxes?

by Jason Heath | Mar 25, 2024 | Jason Heath, MoneySense Magazine, News

The article “Should you claim your common-law partner on your taxes?” was originally published in MoneySense on March 25, 2024. Photo by by Mikhail Nilov from Pexels. Changing your status to common-law has an impact on your tax return and government...
Planning For Retirement With Little Or No Savings To Draw On

Planning For Retirement With Little Or No Savings To Draw On

by Jason Heath | Mar 20, 2024 | Jason Heath, MoneySense Magazine, News

The article “Planning for retirement with little or no savings to draw on” was originally published in MoneySense on October 26, 2022, reposted March 20, 2024. Photo by by RomoloTavani from Getty Images. Financial planning advice is often catered to wealthier...
What will your income be in retirement? The answer goes well beyond investment returns

What will your income be in retirement? The answer goes well beyond investment returns

by Jason Heath | Mar 11, 2024 | Financial Planning, Financial Post, Jason Heath, News

The article “What will your income be in retirement?” The answer goes well beyond investment returns” was originally published in Financial Post on March 11, 2024. Photo by by Creativa Images. You may have more money coming in than you think. Jason...
RRIF and LIF withdrawal rates: Everything you need to know

RRIF and LIF withdrawal rates: Everything you need to know

by Jason Heath | Mar 6, 2024 | Jason Heath, MoneySense Magazine, News

The article “RRIF and LIF withdrawal rates: Everything you need to know” was originally published in MoneySense on March 6, 2024. Photo by by fizkes from Getty Images. Most registered retirement savings plans are eventually converted to registered...
The Ins and Outs (and Pitfalls) Of Borrowing From Your Own Company

The Ins and Outs (and Pitfalls) Of Borrowing From Your Own Company

by Nancy Grouni | Mar 4, 2024 | Canadian Family Offices, Nancy Grouni, News

The article “The ins and outs (and pitfalls) of borrowing from your own company” was originally published in Canadian Family Offices originally published Published Jun 14, 2021  •  Last updated Mar 04, 2024. Photo by Tima Miroshnichenko from Pexels. How to...
Real-life cases show benefits of ‘quarterback’ planning for business owners

Real-life cases show benefits of ‘quarterback’ planning for business owners

by Nancy Grouni | Mar 4, 2024 | Canadian Family Offices, Nancy Grouni, News

The article “Real-life cases show benefits of ‘quarterback’ planning for business owners” was originally published in Canadian Family Offices on March 4, 2024. Photo by Samson Katt from Pexels. These individuals are prone to suffer financially when...
FP Answers: Should I convert my mother’s stock investments to low-fee ETFs?

FP Answers: Should I convert my mother’s stock investments to low-fee ETFs?

by Andrew Dobson | Mar 1, 2024 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: Should I convert my mother’s stock investments to low-fee ETFs?” was originally published in Financial Post on March 1, 2024. By Julie Cazzin with Andrew Dobson. Photo by by Zolak from Getty Images. Options are plentiful, but just...
What is the difference between a Financial Planner and a Financial Coach?

What is the difference between a Financial Planner and a Financial Coach?

by Thuy Lam | Feb 20, 2024 | News, Thuy Lam

What is the difference between a Financial Planner and a Financial Coach? When it comes to managing your finances, individuals often seek guidance from financial professionals. Identifying the right professional can be difficult when the industry itself uses multiple...
How to qualify for EI benefits in retirement in Canada

How to qualify for EI benefits in retirement in Canada

by Jason Heath | Feb 19, 2024 | Jason Heath, MoneySense Magazine, News

The article “How to qualify for EI benefits in retirement in Canada” was originally published in MoneySense on February 19, 2024. Photo by designer491 from Getty Images Just because you paid loads into a program doesn’t mean you’ll get EI...
FP Answers: What are better ways for my 15-year-old son to invest than risky crypto and tech?

FP Answers: What are better ways for my 15-year-old son to invest than risky crypto and tech?

by Andrew Dobson | Feb 9, 2024 | Andrew Dobson, Financial Planning, Financial Post, News

The article “FP Answers: What are better ways for my 15-year-old son to invest than risky crypto and tech?” was originally published in Financial Post on February 9, 2024. By Julie Cazzin with Andrew Dobson. Photo by Worldspectrum from Pexels. Investing as...
Retirement math you need to know, from how long you’ll live to deferring CPP

Retirement math you need to know, from how long you’ll live to deferring CPP

by Jason Heath | Feb 5, 2024 | Financial Planning, Financial Post, Jason Heath, News

The article “Retirement math you need to know, from how long you’ll live to deferring CPP” was originally published in Financial Post February 5, 2024, by Jason Heath. Photo by Junior Bastos of Pexels. Jason Heath: Go beyond how much you need to save...
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Blog Contributors

Jason Heath
Nancy Grouni
Brenda Hiscock
Andrew Dobson
Hannah McVean
Thuy Lam

Recent Posts

  • 2024 tax-filing extensions: What you need to know April 14, 2025
  • Jason Heath: What the federal election platforms could mean for your pocketbook April 14, 2025
  • Cross Border Financial Planning: U.S. Citizens Living in Canada March 23, 2025
  • Cross Border Financial Planning: Considerations for Americans Moving to Canada March 10, 2025
  • Cross Border Financial Planning: Considerations for Canadians Moving to the U.S. February 13, 2025
  • How often should you update your financial plan? November 22, 2024
  • When Should You Set Up A Holding Company? October 3, 2024
  • 2024 Federal Budget Amendments that Impact CPP Benefits August 7, 2024
  • 5 reasons why TFSAs aren’t always the best fit for everyone June 10, 2024
  • FP Answers: Should I hold onto my capital losses until death to leave a larger inheritance? June 7, 2024
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