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Articles By Jason Heath, CFP:

will

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Investing as power of attorney

Selling his mother's house will leave Frank with $140,000 in proceeds. Here's what he should do with the money

Investing as power of attorney
compound interest

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Where should I transfer my pension?

Rachel has two options: a bank or an investment firm

Where should I transfer my pension?
monthly pension vs lump sum commuted pension

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RRSPs, DCPPs, CPP, oh my!

Daniel has plenty of retirement options. Which should he prioritize?

RRSPs, DCPPs, CPP, oh my!

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Picking survivor and guarantee options

Pension elections can be daunting. Here's what to consider

Picking survivor and guarantee options
sell house

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Rent or sell my parent’s house?

If it would sell for less than $200K, it might be a decent investment property

Rent or sell my parent’s house?
group rrsps financial planning

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Juggling multiple RRSPs

Jay has plenty of retirement savings options. Here's how he can use them wisely

Juggling multiple RRSPs
down payment

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The best way to fund your retirement

Should Julie cash in shares or draw down on her RRSP?

The best way to fund your retirement
retirement

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Retirement after a second marriage

Tina wants to know how to invest the proceeds from going from two homes to one with her fiance

Retirement after a second marriage

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Should you buy or rent in retirement?

Cathy is torn between owning a home or continuing to rent

Should you buy or rent in retirement?