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Articles By Jason Heath, CFP:

couple with moving boxes

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Home buyers: How large should your down payment be?

Is it best to maximize your down payment on a house or condo purchase, or keep some money to...

Home buyers: How large should your down payment be?

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How much should you withdraw from your RRIF?

Sandy wants to deplete a registered retirement income fund by age 90 and wonders how much to take out...

How much should you withdraw from your RRIF?
A woman doing her taxes on her laptop, sitting in her kitchen

Investing

Are interest payments tax deductible?

Interest paid may be tax deductible under the right circumstances. Find out which scenario might apply to you.

Are interest payments tax deductible?
woman optometrist with patient

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Can you change your mind about taking CPP early?

Rena started receiving Canada Pension Plan benefits at age 60 and wants to know if she can now defer...

Can you change your mind about taking CPP early?
grey-haired woman listening to mobile phone in car

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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...

Divorce over 50: managing your finances if you find yourself single in the run-up to retirement
boats at market in Bangkok, Thailand

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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...

Can you receive a government pension if you live outside of Canada?
student taking notes

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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...

RESP guide: Making the shift from saving for your child’s post-secondary education, to funding it
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?