10 Things Every Taxpayer Should Do In January

By john@panago.info   2026/01/05

Welcoming a new year also means reviewing your financial plan. In Jamie Golombek's article he highlights 10 things every taxpayer should do in January!

  1. Rebalance your non-registered portfolio
  2. Set up a charitable donation budget
  3. Get a head start on your 2026 RRSP contribution
  4. Contribute to a TFSA
  5. Make a 2026 RESP contribution
  6. Contribute to an FHSA
  7. Make your interest tax deductible
  8. Create pension income
  9. Get organized now for tax season
  10. Avoid a 2026 tax refund

Contact me for a review of your financial plan.

Note that tax laws and financial numbers can change. Be sure to collaborate with your tax professional and financial advisor to ensure your plan and actions are right for you.

#cfp #askmehow #bettercalljohn

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