Jordan Arndt
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jordanarndt.bsky.social
Jordan Arndt
@jordanarndt.bsky.social
Helping navigate finances for Canadian families with a focus on generosity.

MBA, MFA-P™, QAFP® Mutual funds through Sterling Mutuals Inc.

Want help in achieving your financial goals: https://jordan.ennsbaxter.com/newsletter
The tax man strikes again…..

Except for when it doesn’t! Not usually an option. But here is one.

Non-registered investments that have gone up in value are taxed on their gain when you sell that
investment. Instead, you can donate that investment directly to charity to avoid this tax.
January 11, 2025 at 4:04 PM
2024 reads:

Lots of fantastic books, both for inspiration, knowledge, and personal growth. My particular favourites:

Same as Ever by Morgan Housel - One of the best writers of our time - hard to go wrong with his insights.
January 10, 2025 at 1:00 PM
Sometimes we all need a little help from…someone else’s dad?

Compounding can be tough to wrap your head around when you are just starting out
saving.

Which is why I was so happy when my client’s dad stepped in to help!

“I’ve put in 125,000, and made an additional $134,000”
January 8, 2025 at 12:55 PM
Helping your kids buy their first home?

That’s great! Here’s how to add 33% to that gift without changing a thing.

Simply, all you need to do is flow this gift through a FHSA (First Home Savings Account). See the attached table for more information.
January 6, 2025 at 1:02 PM
Recent read - Exceptional Service Exceptional Profit

Key takeaway:

Summed up by this quote. “The primary threat to a business today is the perception by customers that all you offer is a replaceable, interchangeable commodity”.
December 3, 2024 at 3:26 PM