Why inflation-linked bonds aren’t always the answer to high inflation
Inflation-linked bonds can decline in a high-inflation year. Here’s how increases and decreases in inflation impact these types of...
Articles By Jason Heath, CFP:
A company I hold stock in was acquired or merged—do capital gains apply?
Shareholders cannot always prevent a company sale or merger from going ahead. When that happens, do you still owe...
Can you trust AI with financial advice?
Advancements in artificial intelligence have accelerated and are a hot investing topic. Can AI give financial advice you...
When your child moves into your rental property: Capital gains and how to claim principal residence exemption
When an adult child moves into their parents’ rental property, the family should be clear on a few things,...
How to claim a child’s income below the basic personal amount
Even if a child’s earnings are exempt from income tax, they may be entitled to tax credits or deductions....
Should you include your pension in your net worth?
Whether to include a pension in your net worth statement is up for debate. If you choose to do...
4 strategies for income splitting with a lower-income spouse
If one spouse does not work, is it beneficial for the other to invest and buy stocks in their...
DC plans once you retire: What do you do with them?
When coming up to retirement, should your investments move with you. Find out the options for soon-to-be retirees. ...
What expenses can you deduct when renovating a rental property?
The purpose of the renovations, as well as the occupancy of the building, can influence whether the expenses are...