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

Estate Planning for a Retired Couple: A Strategic Approach

in Blog
by Russell Sawatsky

Let’s imagine a married couple, James and Sandra, both age 65, recently retired, and living in Winnipeg.   They own a mortgage-free home worth about $500,000. Their financial assets are currently worth about $1.7 million with 25% in RRSPs, 15% in TFSAs, and 60% in a jointly...

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The Pros and Cons of Investing in U.S. Securities

in Blog
by Russell Sawatsky

Living in Canada, it is almost impossible to ignore the United States. It is bigger than us in almost every way, except geography. Arguably, the U.S. has more influence over the world than any other nation and has maintained that influence for decades.   The size, influence,...

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Russ Writes

  • Do You Really Need a Cash Wedge in Retirement?
  • How Much Tax Should You Withhold from Your RRIF Payments?
  • Risk Management for the Long-Term Investor
  • Why Index Investors Keep Acting Like Stock Pickers
  • This is Not a “Consumer Alert”: Tax on the Sole Survivor’s Estate

Contact

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

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