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Articles By Jason Heath, CFP:

REIT

Investing

REIT investing: The risks of chasing returns

This reader is happy with his real estate returns but not with his other equities. Should he transfer to...

REIT investing: The risks of chasing returns

Financial Planning

Planning through salary swings

How to best plan given uncertain income

Planning through salary swings

RRSPs

The best way to use your RRSP to invest in real estate

Avoid the risk of real estate investing by considering these options

The best way to use your RRSP to invest in real estate

RRSPs

RRSP withdrawals in your 40s

Converting to a RRIF might be more trouble than it's worth

RRSP withdrawals in your 40s
house title

Financial Planning

Why adding your kids to the house title will cost you

It seems to be common practice for seniors to add the kids to ownership of a house. I’m not...

Why adding your kids to the house title will cost you
retirement planning

Financial Planning

What taxes do my LIRA beneficiaries have to pay?

Be aware of tax bills

What taxes do my LIRA beneficiaries have to pay?
robo-advisor

Investing

Risky robos

Robo-advisors aren't dangerous but they aren't "safe" either

Risky robos
how to invest your money in canada

Taxes

How to invest your money in Canada as a U.S. citizen

Generally, Americans should avoid TFSAs and RESPs

How to invest your money in Canada as a U.S. citizen
tax deductible

Taxes

Are investment fees tax deductible?

Jerry pays a few thousand dollars in monthly fees but they may not be tax deductible

Are investment fees tax deductible?