Video: Things I do January 1st

his video is about some actions to help with #taxes, #financialgoal and #Budget for the #2024 and #2025 calendar years. With the #NewYear having come and gone, I thought I would share some things that I did on #January 1st of 2025, and what the state of my #finances is. I look at my #networth, budget, total #dividends, #taxbrackets, #compare my #investing prowess against the #benchmark, show my 2025 #TFSA purchase, #fees, creating #SMART

http://canadianmoneytalk.ca/2025/01/05/video-things-i-do-january-1st/

Video: Things I do January 1st

his video is about some actions to help with #taxes, #financialgoal and #Budget for the #2024 and #2025 calendar years. With the #NewYear having come and gone, I thought I would share some things t…

Canadian Money Talk
Certainly! In financial planning and goal-based planning, understanding the difference between needs and wants is crucial for making sound financial decisions.

#NEEDS #WANTS #FINANCIALGOALREVIEW #FINANCIALGOAL #FINANCILPLANNING #WEALTHCREATION
📱🔒 Planning for the future involves more than just physical assets! Your digital footprint matters too. Here's how to incorporate social media into your estate planning.
#DigitalLegacy #EstatePlanning #socialmedia #socialassets #financialplanning#moneymanagement #financialgoal

Building a diversified portfolio is essential for managing risk and optimizing returns over the long term.
Here are some points to consider when constructing a diversified portfolio:

#PORTFOLIO #FINANCIALGOAL #FINANCIALPLANNING #INVESTMENT #WEALTHCREATION #GROWTH #RETIREMENT