My latest Financial Post article: Financial planning for the reluctant retiree. If you’re working past 65, whether by choice or necessity, make sure you're not caught off guard by these financial snags. zurl.co/z95ii #RetirementPlanning #Retirement #FinancialPlanning

Thinking of giving your spouse money to invest? In my latest MoneySense article, I explain why direct gifts may still trigger attribution rules and how RRSPs, TFSAs, and prescribed-rate spousal loans offer more tax-efficient alternatives. zurl.co/WdB07

A MoneySense reader asks what #tax and #probate implications she might face if she inherits a #rentalproperty held only in her husband’s name. Jason Heath explains. #itpaystoknow #tax #financialplanning #probate #estateplanning #rentalproperty moneysense.ca/columns/ask-a-…

Can you avoid capital gains tax when inheriting a rental property in your spouse’s name? In my latest MoneySense article, I break down the key tax and probate implications. Read more here: zurl.co/iSXjq #Taxes #Inheritance #EstatePlanning #FinancialPlanning

Investors are sometimes reluctant to sell a stock because the capital gains tax will be substantial. Here are some considerations and solutions, says Jason Heath. #itpaystoknow #investing #stocks #tax #incometax moneysense.ca/columns/ask-a-…

Investors are sometimes reluctant to sell a stock because the capital gains tax will be substantial. In my latest MoneySense article, I share 5 things to think about when a capital gain could be significant, and solutions to consider. 🔗 zurl.co/hHVKn

Many people aren’t taking advantage of the tax credits and government benefits they’re eligible for. In my latest article for MoneySense , I highlight four that are commonly missed. zurl.co/a0V5H #CdnTax #TaxCredits #FinancialPlanning

Can you move income back and forth between spouses? In my latest MoneySense article, I break down how investment income and capital gains are reported between spouses—and who reports rental property gains. zurl.co/oVqBy #RealEstate #CdnTax #Tax #TaxPlanning

Many Canadian families, including mine, save for their kids’ post-secondary education with an #RESP account. But how do RESP withdrawals actually work? I explain in my latest for MoneySense. zurl.co/WBiXK #EducationSavings #PersonalFinanceCanada

Dividing assets during divorce isn’t simple — especially when it comes to RRSPs. In my latest Financial Post piece, I unpack tax traps, spousal support, and what really happens to your retirement savings when love ends. zurl.co/YiW1Z #Divorce #RRSP #CdnTaxTips

Self-employed? You don’t get the safety net of group insurance. In my latest article for MoneySense , I break down the coverage you can’t afford to overlook. zurl.co/8LlAA #Insurance #SelfEmployed #IncomeProtection

Should you sell stocks you inherit? In my latest for MoneySense, I explain the tax rules, when to sell, and how to decide if keeping inherited investments makes sense for your portfolio. zurl.co/7TJ8q #FinancialPlanning #Stocks #Inheritance

Tax refunds are common while working due to withholding tax — but things change in retirement. In my latest for MoneySense, I explain withholding, clawbacks & other surprises retirees should know: zurl.co/kzBRS #CdnTax #RetirementPlanning #TaxTips

What is the CPP death benefit? In my latest for MoneySense, I explain who qualifies, how much it pays, how to apply, and whether it’s taxable. zurl.co/9HMS8 #CPP #CanadaPensionPlan #FinancialLiteracy #PersonalFinance #EstatePlanning

In my latest article for the Financial Post, I explore what the future of CPP and OAS means for your retirement plans. Will these benefits last as Canada’s senior population continues to grow? zurl.co/mlSZ4 #CPP #OAS #RetirementPlanning #FinancialPlanning

Do you pay GST/HST when you build or renovate a house? New homes generally have sales tax payable. What if you build or substantially renovate your home? Find out in my latest for MoneySense: zurl.co/3yxLg #RealEstate #CdnTax #Taxes #HomeRenovation

Full-circle moment: The first personal finance book that I ever read was The Wealthy Barber. So, joining Dave Chilton David Chilton to chat about all things personal finance was so much fun.

In my latest for MoneySense: Why late-career savers need to be careful with RRSPs. While contributing is usually smart, some near retirement may be better off slowing down. Find out why: zurl.co/nj8p7 #RRSP #RetirementPlanning #FinancialPlanning #TFSA

Laid off? If you received a severance package, you’ll need to make important financial decisions. I cover what to do and how to make the best of a difficult situation in my latest for MoneySense . zurl.co/2NIT2 #Severance #FinancialPlanning #MoneyTips

You can’t live on future money. A MoneySense reader wants to retire before her inheritance arrives. Here’s how she can bridge the gap and stay in her home: zurl.co/Qyvvy #Retirement #FinancialPlanning #PersonalFinance