Are U.S. stocks overvalued?
Rod is concerned about valuations on the S&P 500. Is a U.S. stock market crash imminent?
Articles By Jason Heath, CFP:
Collecting CPP and OAS while living in the U.S.
Brian wants to start collecting his CPP and OAS pensions while working in the U.S. Can he? And should...
How to know a spousal RRSP is right for you
Wayne’s wife has no RRSP room, so he’s hoping she can use some of his. But there's a better...
What to do with unused RESP money
Kevin has $54,000 in an RESP but his children have completed their educations. Now what?
How much should you pay in investment fees?
Fee info is hard to find online. Here's advice
Filing taxes while holding U.S. investments in Canada
Does moving U.S. dollar investments from the U.S. to Canada make a difference?
How to earn tax-efficient dividend income
Just know that your dividends will turn up on your tax return whether you like it or not
Investing in Canada as a U.S. resident
Margaret has received an inheritance in Canada, but lives in the U.S. What should be her next steps?
When not to apply for OAS
Depending on your income, an OAS application could be a huge mistake