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...
Articles By Jason Heath, CFP:
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...
How to make sense of contradictory investment advice
Nat’s looking for help deciding which strategy truly is best: buy and hold for the long term, or sell...
How does income from a rental property create RRSP contribution room?
And, perhaps more importantly, should Jerry, who’s retired, claim RRSP deductions or the capital cost allowance, to reduce his...
Planning for an inheritance
Nearly half of Canadians expect to receive an inheritance. But while it’s important to consider those potential funds in...
How to recover financially from divorce
Top tips: Try to avoid any hasty decisions regarding real estate, and take the time to ensure you have...
Should you borrow to pay expenses on an investment property?
Garry, who’s retired, needs additional cash to cover the cost of maintaining a property he rents out. Should he...
Understanding your company pension plan
While the specifics can vary widely from plan to plan, a good place to start is with the basic...
“Should I sell off some investments to avoid OAS clawbacks?”
Cam is already feeling heavily taxed in retirement and wonders if he should get rid of his dividend-paying investments...