Financial Wisdom

September 2022

Book a Meeting

Reading the Economic Tea Leaves

An important retirement planning skill is having the ability to "sniff out" the future direction of various factors, such as inflation and interest rates for their potential impact on future household spending and savings efforts. "Reading the tea leaves" is a folk lore expression related to the practice of attempting to divine the future from the display of loose tea leaves at the bottom of a cup.

In today’s world, professional investment managers pay close attention to the pronouncements of various authorities, such as the Bank of Canada, the US Federal Reserve (FED) and various politicians for clues into the expected direction of things like...

Read More

Financial Self-Care

Self-care is a popular buzzword, and it’s an important one. It refers to the deliberate choice of thoughts and actions that are good for your mental and physical wellbeing. Financial self-care means practicing this with money matters to reduce your stress and increase your optimism. It’s about making concrete plans, setting goals, and consistently practicing a mindset of possibility - that moves you into place of calm empowerment where you can achieve financial well-being.

Everybody wants to feel more financially secure but knowing where to start can seem vague and unattainable, especially when feeling anxious.

Here are four simple financial self-care practices to consider as you move toward building helpful money skills and cultivating the financial future...

Read More
Print PDF

Advice to a Future Widow

Most wives outlive their husbands. Women live longer than men the same age and tend to marry men who are older than they are. So, if you’re a wife, it is more likely you will become a widow than your husband becoming a widower.

Knowing this, how can you prepare for it?

First of all, when widowhood strikes, don’t do anything drastic. Do not sell the house or car. Don’t decide to move to another town. You have just suffered a very traumatic experience and your system needs time to adjust to it. Take your time.

Next, realize that you’re in a vulnerable situation but you will need advice. Unfortunately you’ll get too much of it from well-meaning friends, relatives and even...

Read More
Print PDF
What We Do
 
 
 
Online Resources

Never bend your head. Always hold it high. Look the world straight in the eye.

Helen Keller

Manulife, Manulife & Stylized M Design, Stylized M Design and Manulife Securities are trademarks of The Manufacturers Life Insurance Company and are used by it, and by its affiliates under license. Manulife Securities Incorporated is a Member of the Canadian Investor Protection Fund. Commissions, trailing commissions, management fees and expenses all may be associated with mutual fund investments. Please read the prospectus before investing. Mutual funds are not guaranteed, their values change frequently and past performance may not be repeated. Ryan and Wayne Stephenson and Manulife Securities Incorporated and Manulife Securities Insurance Inc. ("Manulife Securities") do not make any representation that the information in any linked site is accurate and will not accept any responsibility or liability for any inaccuracies in the information not maintained by them, such as linked sites. Any opinion or advice expressed in a linked site should not be construed as the opinion or advice of Ryan and Wayne Stephenson or Manulife Securities. Stocks, bonds and mutual funds are offered through Manulife Securities Incorporated. Insurance products and services are offered through Manulife Securities Insurance Inc. (a licensed life insurance agency and affiliate of Manulife Securities) by Manulife Securities Advisors licensed as life agents. The information in this communication is subject to change without notice.

Stephenson Wealth Services
237 Mapleview Drive E, Unit 3A, Barrie, ON L4N 0W5
Ph: (705) 726-4433