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A Five Step DIY Financial Plan for Canadians Under 40

If you are under 40, do you need to pay for a customized financial plan? People in this life stage juggle many priorities, often with limited dollars. Buy a house now, later or never? Have one spouse stay home with kids? Go back to school? Pay down debt or invest?

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Defined Benefit Pensions: Take it or leave it?

If you belong to a defined benefit pension plan, you will eventually need to make a choice between guaranteed monthly payments from your employer and a lump sum, or “commuted value”, that you invest to provide a retirement income stream. 

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