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Articles By Jason Heath, CFP:

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How and when to switch financial advisers

You can and should track your financial adviser's performance against a benchmark

How and when to switch financial advisers

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Financial advice for a second marriage

John's second wife-to-be is more financially independent than he is. How should they manage their finances as a couple?

Financial advice for a second marriage
bonds vs. cash

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Time to get out of bonds?

It's often said that the bond bubble is about to burst. So why would anyone invest in them? ...

Time to get out of bonds?

Financial Planning

How to find an independent financial planner

Only a couple hundred of the 90,000 financial advisers in this country are advice-only planners

How to find an independent financial planner

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Why you don’t need an emergency fund

Only the banks win when you sit on too much cash

Why you don’t need an emergency fund

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House rich, cash poor in retirement

Four options to consider if you find yourself in this situation

House rich, cash poor in retirement

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Investing outside RRSPs and TFSAs

How to invest after you’ve exhausted RRSP and TFSA contribution limits

Investing outside RRSPs and TFSAs

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Find a financial adviser you can trust

In a product-focused, sales-driven industry it's tough but doable

Find a financial adviser you can trust

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When investment fees are—and aren’t—worth it

Mauriusz is looking to lower his investment fees after he transferred his investments from a group plan to his...

When investment fees are—and aren’t—worth it