Financial priorities for the new year
January is a good time to review your investments, tax and debt management planning. Here’s how to get started.
Articles By Jason Heath, CFP:
Should you buy a condo to live in during retirement—before you retire?
Even beyond the uncertainty of real estate market valuations, there's a lot to consider.
Can life insurance be used as a fixed income investment?
Emerging from a serious health scare, Dana wonders if she can use her life insurance to replace the bonds...
Halal investing in Canada
Investing can be challenging for Muslims, as solutions that are both Shariah-compliant and effective at helping achieve long-term financial...
Ways to “unlock” retirement savings in a LIRA
Keith wants to know what to do with his DPSP now that it has been transferred to a locked-in...
Unique ideas for your last will and testament
A straightforward will can work well for many people but, for some, there are clauses to consider that might...
Managing tax in a “tenancy in common” situation
Claudia wants to minimize the tax payable when selling her share of a cottage to the co-owner.
Financial literacy for seniors
If one spouse makes most or all the financial decisions, the uninvolved spouse can be left vulnerable. That's one...
Should you set up a personal real estate corporation (PREC)?
Ontario recently joined several other provinces by allowing the establishment of personal real estate corporations. What are they, and...