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Articles By Jason Heath, CFP:

contemplative older woman

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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. 

Are you entitled to anything when your ex-spouse dies?
mother and daughter in the kitchen

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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...

What happens to real estate when a spouse dies and property isn’t held jointly? 
silver-haired couple playing chess

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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...

A guide to spousal RRSPs for married and common-law partners
couple at home playing Jenga and drinking wine

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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.

What tenants need to know about buying out their rental
bridge in saint john new brunswick

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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...

When does it make sense to sell real estate in a larger city and buy in a smaller one?
woman signing document using tablet

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Estate planning changes in Ontario

Virtual signing and remote witnessing are now permanent options for clients and lawyers creating wills and powers of attorney...

Estate planning changes in Ontario
couple holding hands by the waterfront

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IVF and adoption costs in Canada

Having kids can be expensive for every family—but for Canadians with fertility issues, there are added financial and non-financial...

IVF and adoption costs in Canada
A couple in their mid-50s sits on a bench along the water in front of of condo buildings.

Investing

Selling your house? Here’s where to invest the proceeds

What to do with the proceeds of a house sale, RRSPs and TFSAs? Invest. Here's how robo-advisors might work.

Selling your house? Here’s where to invest the proceeds
older man speaking on mobile phone

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How to stop debt or pension payments after someone has died

Jarnail’s son passed away recently, yet his student loan payments continue to be withdrawn. What should his next steps...

How to stop debt or pension payments after someone has died