Should you sell your home to your kids?
Graham is considering a creative strategy to access his home equity with the help of his grown children. The...
Articles By Jason Heath, CFP:
Separation and divorce: How do we split up our investments?
When a relationship breaks down, there are tax implications arising from the division of investment assets.
What does a fee-only financial planner do, exactly?
And if they don't sell any financial products, how do fee-only planners get paid?
What a stock split means for your portfolio and tax situation
After recent stock splits for big names like Apple and Tesla, investors may be wondering: What are the tax...
Could selling a vacation property affect government pensions?
Colleen wants to sell her trailer but is worried about the impact on her CPP, OAS and GIS benefits.
Is a personal injury settlement taxable, and can it impact OAS or GIS benefits?
After receiving a personal injury settlement, J is looking for advice on how it might be taxed, and whether...
Severance, pensions and unemployment at 65: Should you apply for a pension if you get laid off?
If you got laid off and are trying to maximize your termination package, pension income and EI benefits, consider...
The best ways to help kids financially
You don’t have to be rich to give children a good start in life. Here are six strategies to...
Which savings plans should a 37-year-old with a military disability income contribute to, and when?
Jason and his wife have registered disability savings plans, and want to know how to prioritize their contributions among...