Financial Strategies by Bill Roberts

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Services for Real Estate Pros - Brooks and Dunphy Real Estate
Bill Roberts writes about everything you need to make informed decisions regarding your financial well-being from utilizing your IRA, to buying a business, to managing your mortgage for tax advantages and net worth, to investing in land and other investment real estate
Highest and Best UseWhen appraising real estate, the MOST important aspect is the use to which theproperty is dedicated.Most people understand that a one bedroom, one bath shack in the neighborhood ofnice 3 bedroom, 2.5 bathrooms mini-mansions is not the highest and best use.But what about proper...
Thinking About Retirement?  Part IIOK, so you do want to retire eventually, and you have decided to seekthe aid of a Retirement Coach/ Wealth Coach to help get you there.The first thing you must do is get an initial consultation with a coach todiscuss where you ARE and WHERE you want to go.In pre...
I just spent another four days in the hospital.  it seems that because I have been asthmatic since childhood I am very susceptible to every bad thing that is floating along in the air. And there have been a lot of bad things in the air this year.Oh well, we all get sick from time to time. This is...
 Thinking About Retirement?Most Baby Boomers CANNOT retire. They just don't have enoughmoney set aside to provide a monthly income sufficient to pay all theirliving costs.And forget about Social Security. There is no way you can live on thepittance they give you.So you have reached out to a finan...
Sepsis? What the Hell Is Sepsis?In the middle of December I caught a small cold, or so I thought.Oh well, it would pass in a few days.But it didn't.And then I developed a urinary tract infection. It was obvious becauseof the pain and odor.Oh well, I've had that before too. No worry. It too would ...
     Mulligan StewSeveral years ago I made the decision to close my office and just workfrom home. Well, guess what? It didn't work for me. I realize that some agents can work from home, but my businessmodel requires meeting with both buyers and sellers face-to-face andat my office. I sell busine...
Trump Wins! What's Next For Us? It is time for me to dust off my trusty crystal ball. It has been sittinghere waiting on me to prognosticate about our future.So what is next?Well, you better get ready for the recession. It is coming on hard. But itwill be a traditional recession. It will be deep,...
San Diego Association of Realtors makes headlines.Today Inman released a story about the struggle between SDAR andSandicor MLS (the captive MLS of the various boards in San DiegoCounty). Many of us have been VERY DISSATISFIED  with Sandicor. For a bigcounty such as ours a good MLS should be a giv...
Is it worth $25 to you?My friend Bobby Timm  Bob "RealMan" Timm  is raising a couple of great kids. His 16 year old daughter wants to go to Chile on a mission for her church. This will be a great experience for her just before she goes off to college.I'm betting she wants to go to the AirForce Ac...
This is a classic from my friend Gene Mundt, IL/WI Mortgage Originator - FHA/VA/Conv/Jumbo/Portfolio/Refi so go read it and pass it along. The Scoop on Down Payments: They Don't Need to be 20%              It seems like a lifetime ago, but in actuality, it’s only been (approximately) 8 years sinc...

Bill Roberts

"Baby Boomer" Retirement Planner
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