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Articles By Jason Heath, CFP:

Investing

How to help a parent invest in their 80s

Beth is trying to help her mother decide what to do with the sale proceeds of her house.

How to help a parent invest in their 80s

RRIFs

Tax withholding on RRIF withdrawals

Bob is concerned about the tax withholding on his RRIF withdrawals. He’s not sure he’s drawing down his investments...

Tax withholding on RRIF withdrawals

Real Estate

Should you buy real estate just to stay in the market?

Face it. There are plenty of other better options.

Should you buy real estate just to stay in the market?
do you need an rrsp to retire?

Retirement

Do you really need an RRSP to retire?

Riza is worried about retiring without an RRSP. But do you even need one?

Do you really need an RRSP to retire?

Retirement

Is it okay to retire with debt?

Steve has debt but also has a generous DB pension. Should he retire?

Is it okay to retire with debt?
executor of wills and estates executor duties

Financial Planning

“I’ve been named an executor. Where on earth do I start?!”

Executor duties can be overwhelming. Where do you start? Here's advice.

“I’ve been named an executor. Where on earth do I start?!”

Taxes

Are RRSP contributions worth it at age 70?

Shirley wants to offset capital gains. Is it worth it?

Are RRSP contributions worth it at age 70?
rrsp or tfsa? Which is better for a down payment

Columns

Investments to use for a down payment on a house

RRSP or TFSA? Likely, it'll be both

Investments to use for a down payment on a house
asset allocation investment estate taxes

Financial Planning

Simplify your investments to save on estate tax

William wants to plan his estate so that it is as seamless as possible for his children when he...

Simplify your investments to save on estate tax