July 6

REAL LIFE HOME SALE STRATEGIES, DONOR ADVISED FUND TIPS, AND THE FUTURE OF JAZZ WEALTH MANAGERS

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Today we're covering practical, real life tips and strategies when selling your home! We'll also be diving in to the world of donor advised funds and how to properly utilize those!

Jazz Wealth Managers helps individuals and families achieve financial security through retirement planning and investing strategies. Our videos offer actionable guidance on navigating Roth IRA's, 401ks, IRAs, Social Security, and more. Whether you're approaching retirement or just getting started, learn how to make informed financial decisions for a prosperous future. Subscribe for more!
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donor advised fund explained, donor advised funds, financial advisor, home sale profit, home sale tax, home sale tax strategy, investing, retirement, retirement planning, wealth manager


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  1. I’m 53 and have about $225k liquid in savings which I plan to put towards becoming a homeowner, but based on the current high prices on real estate, do you suggest I hold from buying and look at dividend paying stocks instead?

    1. after studying the trajectory of great assets like real estate dividend paying stocks and gold, my conclusion is to buy and invest in what you can afford today! working with a financial advisor can certainly help

    2. Agreed, I’m in line with having a license professional oversee my day-to-day investing cos, my job doesn’t permit me the time to analyze stocks myself. Thankfully, my portfolio is well diversified and has just 5X in 5 years, summing up roughly $1m as of today.

    3. @@arlenehill4ril i’m screwed !! who is the advisor guiding you please? real estate prices exploded, interest rates exploded, but my wage the same …

    4. Can’t divulge much, I delegate my excesses to someone of great expertise ”Karen Lynne Chess” preferably you can look her up online, her qualifications speak for itself.

    5. @@arlenehill4ril thanks for sharing, I must say Karen appears to be quite knowledgeable.. curiously copied and pasted her full name on the web and at once came across her consulting page, no bs!

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