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  • Home
  • About
    • About Russ
    • How We Work
  • Services
  • FAQ
  • Blog
  • Resources
    • General Resources
    • Calculators
    • Books
    • Podcasts
  • Contact

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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How to Address an Inheritance or Other Financial Windfall

in Blog
by Russell Sawatsky

My dad’s birthday was September 2. He died a little over four years ago just short of age 89. Thanks to his thoughtful approach to financial matters and the careful executorship of my brother, Rob, we four siblings received our inheritances in a timely manner.   What...

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Russ Writes

  • Downsizing in Retirement: Things to Consider
  • The Case for Cash: Emergency Funds, Sinking Funds, and Liquidity Risk
  • Old Age Security: Bigger, Smaller, or Better Targeted?
  • The Revenge of the Defined Contribution Plan? Not So Fast
  • She Chose $1,000 per Week?!

Contact

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

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