Advertisement

Articles By Jason Heath, CFP:

tfsa contribution room

Ask a Planner

When not to contribute to a TFSA

Richard is looking for some advice on an $80K inheritance. A TFSA isn't the holy grail of investing

When not to contribute to a TFSA
unlock lira

Ask a Planner

Can you unlock a LIRA early?

In Alberta there are 5 instances when you may be able to

Can you unlock a LIRA early?

Ask a Planner

Paying off debt with investment income

Shawn can pay off his mortgage with his stock investments. The question is: Should he?

Paying off debt with investment income
avoid probate

Ask a Planner

Help your parents avoid probate

Should you buy your parent's home to dodge probate?

Help your parents avoid probate
A newspaper photo of US stock performance

Columns

Investing U.S. stocks in a TFSA

Avoiding U.S. stocks in your TFSA may lead you to pay more tax

Investing U.S. stocks in a TFSA

Ask a Planner

What is in a financial plan?

Here's exactly what a financial plan from a fee-only planner entails.

What is in a financial plan?
TFSA limit

Ask a Planner

Can I reset my TFSA?

John has lost money in his TFSA and he wants to figure out the best way to make lemonade...

Can I reset my TFSA?
tfsa contribution room

Ask a Planner

What happens to a TFSA after you die?

There are three things you can do to make sure your TFSA goes to who you want

What happens to a TFSA after you die?

Ask a Planner

Can I retire in 6 months?

Walter, 63, may be forced into retirement next spring. But is he ready?

Can I retire in 6 months?