Lori Stephens, CFP - Sun Life Financial advisor

10/21/2022

It’s that time of year again! Raking leaves will soon become shoveling snow. This year, avoid back pain with these eight tips. https://bit.ly/10healthLH1

10/20/2022

With fall in full swing and the holidays coming up, you may be thinking about your budget. Use this monthly budget calculator to help you manage your spending. Reach out to me to review your budget and find ways to make your money go further.

Do you budget your money? Creating a budget can be a great way to keep track of your finances and make sure you have enough money to meet your needs and goals. Try Sun Life’s budget calculator to help take control of your spending and start saving more. Visit sunlife.ca for more information.

10/07/2022

It’s easy to overdo it on the Halloween candy, but it’s possible to make healthier choices. This article gives you seven tricks on how to make strategic choices this Halloween season.

It’s easy to overdo it on the sweets and party food each October — but don’t get spooked. We consulted health and nutrition experts for their top tips on staying healthy this holiday.

10/06/2022

Are you anxious about sky-high inflation? That’s understandable. However, you can save money here and there with these creative solutions. Reach out to me to discuss your unique situation. Learn more here: https://bit.ly/10wealth4

09/28/2022

Taking on a executor role is something many people feel is their duty, especially since it's usually for a parent or family member. Before you accept this responsibility, make sure you know what you're getting into. It can become a complicated, time-consuming and expensive process. This article highlights what you can expect.

If your loved ones tap you to become an executor, it's important to understand the whole picture before replying. Read more.

09/23/2022

Living a long and healthy life is something many of us hope for. But how can we ensure that we’re setting ourselves up for success? This article explains eight health and wellness habits that you should incorporate into your lifestyle.

The average life expectancy in the United States is on a historic decline. Here are research-backed habits you can do every day to help improve your likelihood of living a long, healthy life.

09/14/2022

Looking to save some money? Keep more money in your wallet by considering buying second-hand!

There are good deals to be had when buying used items, so long as you know what to look for and stick to some perennial items that never go out of style.

09/09/2022

We all know that living an active lifestyle is good for our health. But did you know it can also save you money? That's because inactivity is a proven health risk. Proven health risks tend to make your life insurance and health insurance more expensive. This article explains the details and gives you examples of how this could affect you. Reach out to me if you have any questions.

An inactive, or sedentary lifestyle, with too much sitting and not enough exercise, is bad for you. It can also cost you more on insurance. Visit sunlife.ca to find out why and what you can do about it.

09/09/2022

Are you wondering how the rate hikes will affect your finances? Reach out to me to discuss your unique situation.

Bank of Canada raised its key interest rate for the fifth time this year to 3.25%. Read on

08/31/2022

It's always smart to think before you buy - especially when it comes to big purchases. I can help you figure out if your next big purchase makes sense right now. If the timing isn't right, I'll help you create a plan that works best for you.

'It really comes down to balancing today versus tomorrow,' expert says. Read more

08/26/2022

Looking for ways to money on ? Here are the tips you need to know. https://bit.ly/LHhealth9

08/25/2022

Did you know you can use your RRSPs for more than just saving for retirement and paying less income tax? It can help you buy your first home, go back to school and many other things. Reach out to me to see how you can use your RRSPs.

Did you know you can do more with your RRSP than just save for retirement? Find out what and how.