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How to Provide an Advance on Your Inheritance

in Blog
by Russell Sawatsky

American financial planning guru, Michael Kitces, observes that many retirees, after accumulating a substantial portfolio of assets to cover their retirement spending, wind up continuing to grow their assets throughout most of their retirement. There is an element of prudence in this practice because the...

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Investing with a Conscience

in Blog
by Russell Sawatsky

Environmental, Social and Governance (ESG) Investing My introduction to Socially Responsible Investing began at church. Michael Jantzi, who was raised in the church where I was then a pastor in London, Ontario, and where his parents were still members at that time, came one Sunday from...

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Russ Writes

  • This is Not a “Consumer Alert”: Tax on the Sole Survivor’s Estate
  • How Can Stock Picking Be Wrong When It Feels So Right?
  • Personal Finance and Stewardship for Low-Income Households
  • Case Study: Susan’s Retirement – RRSP vs. Non-Registered Investing
  • Making the Most of RESP Withdrawals: A Guide for Parents

Contact

Russell J. Sawatsky
Certified Financial Planner®
T: (519) 852-0318
E: russ@moneyarchitect.ca

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