Divorce over 50: managing your finances if you find yourself single in the run-up to retirement
"Grey divorce" is on the rise—and it can have significant financial impacts, from daily cash flow to tax planning...
Articles By Jason Heath, CFP:
Can you receive a government pension if you live outside of Canada?
Helen wants to know if her father can receive Old Age Security benefits, despite not living in Canada for...
RESP guide: Making the shift from saving for your child’s post-secondary education, to funding it
Parents may spend years contributing to registered education savings plans for their kids, but only realize when it’s time...
Are you entitled to anything when your ex-spouse dies?
Ginette wonders if she can claim survivor benefits although she and her late former husband were no longer together.
What happens to real estate when a spouse dies and property isn’t held jointly?
Barb’s mother is living in a house that was owned by her deceased father, and remains in the name...
A guide to spousal RRSPs for married and common-law partners
There are benefits, but also potential pitfalls, to beware of when considering contributions to your spouse or partner’s registered...
What tenants need to know about buying out their rental
Douglas is considering buying the property he rents from his landlord. There are considerations and opportunities for everyone involved.
When does it make sense to sell real estate in a larger city and buy in a smaller one?
If Alison’s annual rent exceeds 5% of the cost to buy a comparable home, she may be in a...
Estate planning changes in Ontario
Virtual signing and remote witnessing are now permanent options for clients and lawyers creating wills and powers of attorney...