Steven Klassen
2139 Springfield Rd V1Y7X1 Kelowna, BC, Canada

Yet more evidence that resilience is a key trait to success, however you define it.

A cautionary tale.

New challenges for a new world.

If you're thinking of buying a gift card to support a small business during the COVID-19 outbreak, here's what you should know...

If youre thinking of buying a gift card to support a small business during the COVID-19 outbreak, heres what you should know...

Just a reminder that financial services are "essential" and we are still open for business. My home workspace is set up, although it will take a few minutes to get used to. For example, suit or no suit? Today I went with this fetching light blue polo - I think it strikes the right balance between comfort and "Im still on the clock." By the way, to reach me just call the office number or send an email. 250-860-6403 x2214 or [email protected]

Between the stock market and the virus, theres lots to be anxious about. Dont neglect your mental health while you are hunkering down.

155 years ago today, Sun Life was founded. Through two World Wars, the Spanish Flu, the Great Depression, 9/11, the Great Recession, and countless other world emergencies, Sun Life has been there for our clients. This has never been more important than today. Please know that in this time of self-isolation my "virtual" door is open if you need anything.

18-34 year olds are as likely as not to trust a "hot tip" from a friend or relative, which may expose them to a greater risk of fraud, according to the BC Securities Commission.

"Insurance is the price tag for being an adult... You buy auto insurance in case you get in a serious accident. But do you really need to buy life insurance?"

HVAC busted today. On the upside, it turns out I have invented Bikram Financial Advice.

I heard someone talking about doing #2 just last week.

If you are intending to travel to China, you should be aware that your emergency medical travel insurance coverage may no longer be valid. On the flip side, if you purchased trip cancellation insurance, it may cover you for part or all of the cost of cancelling the trip. Check with your travel insurance company for more information, or give me a call.

If you have people in your life who depend on you financially, you probably need a will. To get you started, here are 15 answers to your will and probate questions.

I love this Twitter thread about controversial financial beliefs. It just goes to show that personal finance really is far more "personal" than "finance."

How to have "The Talk" with your aging parents.

Great advice in this article. Ill make you a promise - email me with the name of the card you use and I will give you an honest assessment of how good your coverage is.

Sun Life is making saving more rewarding! Ask me how you can earn up to $500 for a limited time only! Terms and conditions apply. Visit sunlife.ca/consolidate to learn more.

The TFSA limit for 2020 has just been announced at $6,000, which is unchanged from this year. If you were 18 years old in 2009 and have never contributed to a TFSA, your accumulated total is now $69,500. More info at the link, or book an appointment to go deeper.

Shameless selfie with Molly Ono, Director at Impax Asset Management. I met her this morning at her lecture about responsible investing. If you are like me and you want to make a positive difference in the world, and you are curious about how to do that with your investments, give me a shout and I will tell you everything I know! Thanks to NEI Investments for breakfast.

By now, we all know about about microplastics in the food supply. But did you know that scientists have discovered measurable quantities of antidepressants in wild-caught fish? While its amusing to joke that our food supply may be happy about being eaten, environmental contamination from pharmaceuticals is a serious issue that can easily be prevented. Tomorrow is National Prescription Drug Take Back Day in the US, but every day is a good day to have your prescription, over-the-counter, and natural health products safely disposed of. Click the link for info on what you can do.

This week was Client Appreciation Week and since this weekend is Thanksgiving, today is the perfect time to say that Im grateful to be trusted by so many clients, and I want to say thank you to all!

I know this article sounds like self-promotion but that doesnt mean it isnt true!

4 Reasons Some Millennials Should STOP Saving For Retirement

According to a recent survey, TWO THIRDS of retirees who wished they had saved more in hindsight shared one major thing in common.

Survey says that 37% of people would rather permanently cut out all carbs, sugar and alcohol if it meant never having to deal with personal finances again. Which is too bad because my office is fully stocked with at least one of those!

If you have never heard this before, Im sorry to be the one to tell you that "you are the reason that you cant get ahead. Its not a lack of knowledge about compounding and credit cards that holds us back, but a chain of bad behavior."

So much fun riding the Big Bike today! Im so proud of my Sun Life team, who raised $2,700 this year for / Heart & Stroke. Worked my heart, didnt have a stroke, and helped drive awareness of an important cause! #BigBike

I NEED YOUR HELP! I will be riding the Big Bike for / Heart & Stroke tomorrow with my office mates but we could use a couple more riders. If you look good in yellow (or just wish you did), let me know if you can join me at 12:15pm on Cawston by RCftA. Its a weird, fun time for a great cause! #BigBike

Todays poll: Dunkin in a Starbucks mug - heresy or necessary evil?

When your symptoms are pointing in different directions, having a network of physicians like Best Doctors within easy reach can help you understand your medical condition and treatment options. You may already have access! Contact me today to learn more. http://bit.ly/HMBackMisdiagnosis

DONT MISS OUT! If you need more info on this, just get in touch.

Did you miss Earth Day this week? Dont worry! With a small tweak to your RRSP, you can do something meaningful to help the Earth 365 days of the year. Make money, make a difference. Ask me how. #EarthDay #Investing #MakeADifference #photosbysteve #ExpertLEGODad

"56% of those who are already retired at age 63 said they were forced into an early retirement. In other words, while you may want to work longer to make up for a lack of savings, you may not actually be able to."

Ten rules to know about locked-in retirement accounts.

For most people, money tends to be a very private matter - but there is one person with whom you should be an open book.

Interesting news for homebuyers!