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Articles By Jason Heath, CFP:

financial planning standing hopeful by water

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Financial planning and mental illness

Advice for a reader who's been unable to save due to her chronic mental illness

Financial planning and mental illness

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Become a millionaire by investing the wage hike?

It's hard to invest money when you're making minimum wage. But you can make the boost add up

Become a millionaire by investing the wage hike?
pension lira

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Pension income splitting explained

The kind of pension that qualifies, when it makes sense to defer and the tax consequences to watch out...

Pension income splitting explained

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What happens to your spouse’s TFSA if they die

It depends on whether you're their beneficiary, a successor holder or neither

What happens to your spouse’s TFSA if they die

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The best way to transfer RESP money to an RRSP

Transferring in-kind versus cashing out, plus keep in mind penalties due

The best way to transfer RESP money to an RRSP
goalie defending to illustrate defensive stocks

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When to load up on defensive stocks

Timing the market is difficult; instead, focus on your own asset allocation and risk tolerance

When to load up on defensive stocks
senior retiree man planning for retirement

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Do I need to retire my debt, before I retire myself?

It might make more sense to pay off debt later

Do I need to retire my debt, before I retire myself?

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How can I use my extra RRSP room when I retire?

You can't use up next year's room this year, but there are ways to put that room to work

How can I use my extra RRSP room when I retire?

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Is an RRSP worth it if you’re retiring abroad?

It makes sense from a tax perspective but might make investing a hassle

Is an RRSP worth it if you’re retiring abroad?