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Damien Duff’s Personal Financial Plan Case Solution & Answer

This Case is about FINANCIAL MANAGEMENT

PUBLICATION DATE: July 12, 2012 PRODUCT #: W12247-HCB-ENG

When he graduated from business school five years back, Damien had had a strategy – a great one. The problem, obviously, was that strategies seldom unfolded as expected. Damien and his wife, Katrina, were expecting their first child. He took a glance at his fiscal strategies as Damien wrestled with the reality of the news. Damien understood his career was on course, but his debt load was considerably higher than expected and he had not began his retirement portfolio as intended. With a baby in route, he understood the expenses would simply hasten. Pay off the debt, take up a registered education savings plan, or postpone the retirement savings plan farther?

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