NEW STUDY: DEBT & MENTAL HEALTH

The top 5 financial mistakes to avoid making this year

Posted on 17 January 2025

Written by Gillian Goldblatt

As the new year is well and truly underway, many Canadians are setting financial goals to improve their money management and secure their futures. While creating a budget, saving more, or repaying debts may be top priorities, avoiding common financial pitfalls is equally important. By steering clear of these mistakes, you can set yourself up for a more stable and prosperous year. Here are the top five financial mistakes to avoid in 2025:

1. Neglecting to set a budget

One of the biggest financial missteps is failing to create and stick to a budget. A budget acts as a roadmap, helping you allocate your income toward essentials like housing, food, savings, and discretionary spending. Without it, it’s easy to overspend and lose track of your financial goals.

How to avoid this financial mistake:

  • Use budgeting tools to track your expenses – download our FREE budget template to get started today.
  • Allocate a portion of your income to savings before spending on non-essentials.
  • Regularly review and adjust your budget to reflect changes in income or expenses.

2. Taking on high-interest debt

Credit cards and payday loans may seem like convenient solutions when you’re in a financial pinch, but the high-interest rates can quickly spiral out of control. This type of debt can lead to long-term financial stress and make it harder to achieve your goals.

How to avoid this financial mistake:

  • Pay off your credit card balances in full each month to avoid interest charges.
  • Build an emergency fund to cover unexpected expenses instead of relying on loans.
  • Consider low-interest alternatives if you need to borrow money.

3. Not saving for emergencies

Life is unpredictable, and unexpected expenses like car repairs or medical bills can arise at any time. Without an emergency fund, you may find yourself relying on credit or depleting your savings, which can derail your financial progress.

How to avoid this financial mistake:

  • Aim to save three to six months’ worth of living expenses in an easily accessible account.
  • Set up automatic transfers to your emergency fund to ensure consistent contributions.
  • Start small if needed, and gradually increase your savings over time.

4. Overlooking retirement planning

It’s easy to prioritize immediate financial needs and put off saving for retirement, especially if it feels far away. However, delaying your contributions can result in missed opportunities for growth, making it harder to retire comfortably.

How to avoid this financial mistake:

  • Contribute to your RRSP (Registered Retirement Savings Plan) or TFSA (Tax-Free Savings Account) regularly.
  • Take advantage of employer-matched pension plans, if available.
  • Consult with a financial advisor to create a retirement strategy that aligns with your goals.

5. Ignoring professional advice

Managing your finances can be overwhelming, and trying to do it all on your own may lead to costly mistakes. Failing to seek professional advice could mean missing out on valuable strategies to optimize your financial health.

How to avoid this financial mistake:

  • Work with a Licensed Insolvency Trustee if you’re struggling with debt.
  • Seek advice from a certified financial planner to create a comprehensive financial plan.
  • Stay informed by reading credible resources to improve your financial literacy and attend financial workshops.

Avoiding these common financial mistakes can make a significant difference in achieving your financial goals this year. If you’re facing financial challenges, our expert team of Licensed Insolvency Trustees can help. We offer personalized solutions to help you manage debt and regain control of your finances, and we’ve helped over 100,000 Canadians get their finances back on track. Contact us today for a free, no-obligation consultation and take the first step toward a brighter financial future.

What to read next

Gillian Goldblatt

Gillian Goldblatt

Gillian Goldblatt is a Chartered Professional Accountant and Insolvency and Restructuring Professional. She is also an award-winning LIT (Licensed Insolvency Trustee) and Vice-Chair of the Ontario Association of Insolvency & Restructuring Practitioners Board. As Spergel's resident expert on debt consolidation and financial literacy, you can find Gillian being interviewed regularly on popular Canadian news programs when she's not at the office helping individuals and businesses get back on track.

Schedule a Free Consultation with Gillian Goldblatt (or your local Spergel LIT) by:

Phone 1-877-501-4321 (toll-free)

24/7 live chat (with a human) on our website

Facebook messenger

Email (hello@spergel.ca)

Online booking calendar

Be Debt Free. You Owe It to Yourself.

Helpful starting information:

What to Bring to an Appointment

To get the debt help that you need, please bring a list of who you owe and how much to each, a list of everything you own and your monthly household budget. Don’t have everything right away? Don’t worry – We will guide you through each step.

Download Form

Your Information

We’ll walk you through our application process. But, if you want to prepare for your debt free assessment consultation in advance, download our information form and fill in what you can.

Download Form

Calculate Your Debt Repayment Options

How can you compare your debt repayment options if you don’t know how much they will cost you? Your solution will become much clearer when you are able to compare costs.

Debt Calculator

Ready to Be Debt-Free?

If you’re ready to be debt free, it’s time to meet with one of our knowledgeable Licensed Insolvency Trustees at your convenience and get started

Meet with a trustee