Jolette Financial | Insurance & Investments | 705.855.0223

10 items that we all should do or don’t before the end of the year:

  1. Contribute the Maximum Amount to your TFSA
  2. Contribute the Maximum Amount to your RRSP
  3. Maximize RESP contributions
  4. Consider making charitable donations
  5. Consider tax loss harvesting
  6. Prepare all tax filing documents
  7. Do a 30-minute yearly financial review
  8. Create a new budget
  9. Review estate plan, investment beneficiaries, insurance policies
  10. Use up extended health benefits

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