The article “Here Are The Six Biggest Mistakes Retirees Make With Their Investments” was originally published on Financial Post on December 7, 2017. Jason Heath: There are lots of mistakes that investors make, but there are six common ones I observe...
The article “Is An RRSP Worth It If You’re Retiring Abroad?” was originally published on MoneySense on December 5, 2017. It makes sense from a tax perspective but might make investing a hassle Q: I am a permanent resident living in Canada. Is it...
The article “When Using RRSP Money For Debt Is A Bad Idea” was originally published on MoneySense on December 2, 2017. You may have to withdraw twice the amount you owe Q: My wife and I currently have a mortgage of $297,000. On top of that we’ve had...
The original article “How To Evaluate Your Group Savings Plan At Work” was originally published on MoneySense on November 28, 2017. Is Renee paying too much for her investments? Q. I have been registered with an insurance company through my employer since...
The article “Owning Canadian Stocks As A U.S. Resident” was originally published on Moneysense on November 14, 2017. What are the capital gains consequences? Q: I live in the USA but still have some stocks in a Canada brokerage. If I should sell them what...
The article “LIRA Regrets” was originally published on MoneySense on November 14, 2017. This woman’s husband transferred his workplace pension to a high-fee LIRA and is looking for a smarter solution Q: My husband worked for a municipality and when...
The article “How To Choose The Right Insurance” was originally published on MoneySense on October 31, 2017. Tara isn’t sure if mortgage, life or disability insurance is the right way to go for her and her husband. Q: My husband is 57 and I am 45. I...
The article “REIT Investing: The Risks of Chasing Returns” was originally published on MoneySense on October 24, 2017. This reader is happy with his real estate returns but not with his other equities. Should he transfer to REITs? Not so fast. Q: My wife...
The article “Planning Through Salary Swings” was originally published on MoneySense on October 18, 2017. How to best plan given uncertain income Q: My income fluctuates quite widely from year to year. How do I plan for this and how do I handle the tax...
The article “Why Singling Out Business Owners Is Good Politics, But Bad Tax Policy” was originally published on Financial Post on October 11, 2017. Jason Heath: The proposed tax changes miss the mark if the Liberals truly want wealthy Canadians to pay more...
The article “Disability Tax Credit: Are you missing out on this misunderstood tax credit?” was originally published in RetireHappy on October 10, 2017. Though many are aware that the disability tax credit is available for those who suffer from a “severe or...
The article “The Best Way To Use Your RRSP To Invest In Real Estate” was originally published on MoneySense on October 10, 2017. Avoid the risk of real estate investing by considering these options Q: What investments are eligible inside an RRSP? How do I...
