“Records of my stock purchase have disappeared. What now?”
Tonya bought shares of a small company, which she sold at a loss. She’d like to use that loss...
Articles By Jason Heath, CFP:
Should you consider using joint accounts to avoid probate?
Would listing Laurel as her aging mother’s joint account holder simplify management of her mother’s affairs if she is...
COVID-19 financial support for working seniors
You may still qualify for the federal government’s CERB payments, even if you collect CPP and OAS.
The basics of starting your own business
Looking to earn some money through self-employment or a side hustle? Here’s what to know about the setup and...
What should retirees do with their investments amid COVID-19?
With North American stock markets down more than 30% from their recent highs, Canadians who are retired or close...
What you need to know about filing your 2019 tax return
Here is a quick primer on claims to take advantage of, the filing deadlines for employees and self-employed taxpayers,...
Planning for the (potential) costs of long-term care
Insuring against a potential expense that could range from nothing to hundreds of thousands of dollars, and could happen...
Do you have too many shares in one company?
Anyone who has a single stock that makes up more than 5% to 10% of their investment portfolio should...
Should you buy health insurance in retirement?
Most people have health insurance coverage during their working years, but their employer picks up at least some of...