As the year draws to a close, it’s a natural time to reflect on 2024 and plan for 2025. The end of the year provides on opportunity to review your goals and set new ones for the new year. The holiday season can often feel joyful and exciting, but also overwhelming. To make sure you have the tools in your toolbox for the new year, create an end of year checklist. Many members find it helpful to create an end of year checklist that helps them wrap up any loose ends they might have and set a solid foundation for the new year.

An end of year checklist can be a simple yet helpful tool for staying organized and intentional with how you spend your time.  It can include tasks like reviewing your financials, completing projects, organizing spaces or decluttering spaces.  By checking things off your list, it allows you to enter the new year with a sense of clarity and readiness.  Whether you’re finalizing that DIY project, switching your summer tires over to winter tires or making time for friends and family, having a checklist can provide some structure during a busy holiday season.

Get ready for 2025 with us here at TEIBAS, by reflecting on 2024 and checking off the end of year checklist below:

  • Keep up with TEIBAS, check your contact info, beneficiaries and dependents listed on myteibas.com, and update us if necessary.
  • Submit any outstanding benefit claims to Canada Life.
  • Review your Quarterly Contribution Statements and Annual Pension Statement on myteibas.com.
  • Remember to check your RRSP contributions and contribution room to make sure you don’t over contribute. Check your CRA Notice of Assessment 2023 for your 2024 RRSP room.
  • Sign up for an upcoming TEIBAS Webinar in 2025.
  • Audit or start your retirement plan. Reach out to TEIBAS if you have any questions.
  • Check or plan your monthly budget. Make sure you have an emergency fund to cover between 3 and 6 months of expenses.
  • Write down 3-5 personal goals you have for yourself for 2025. Team up with a friend or family member to help keep you accountable.
  • Download the Canada Life, Beneva Travel Aid, Telus Health, and Teladoc apps, as well as your digital drug card on your smart phone.

Questions? We’re here to help! You can also email us at members@teibas.com or call us at 416-637-6789, (toll-free 1-800-267-0602).