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bill roberts investment notes: Utility vs Risk, The Baby Boomer Retirement Investment Dilemma - 08/31/11 02:31 PM
Let us say you are an average American Baby Boomer. You are thinking about retireme nt.You probably have $75,000 in assets available for your retirement per Fidelity. This is your dilemma.
What exactly does this mean? Can you really use this $75,000 for your retirement? What are you going to do:
   Consume your assets to supplement your other retirement monies?    Only consume the interest (growth) to supplement your other retirement monies?    Consume the asset and the interest it generates a certain time period to supplement your other retirement monies? Let us look at these three strategies which represent most … (8 comments)

bill roberts investment notes: Broker RoundTable Notes 5 - 09/20/07 12:14 PM
Broker RoundTable Notes 5 by Bill Roberts
Last night we had our semi-monthly Broker RoundTable meeting of the Mike Watson Institute of Real Estate Investing. We had about twenty people in attendance. The membership is made up of Mike Watson students. Most of us are real estate brokers but some are investors, contractors, architects, and other real estate related service providers.
The meeting always starts with a discussion of the "market." The fed's rate drop was discussed. Several of us are in the mortgage industry so the comments were flavored by our "take" on its effect on mortgage rates. General consensus is that … (8 comments)

 
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Bill Roberts - "Baby Boomer" Retirement Planner

Oceanside, CA

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Brooks and Dunphy Real Estate

Address: P.O. Box 712501, San Diego, CA, 92171-2501

Office Phone: (619) 244-4610

Cell Phone: (619) 244-4610

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Everything that the "Baby Boomer" needs to make sound financial decisions regarding real estate investing and retirement planning. Business Opportunities, self-directed IRA retirement plans, and mortgage strategies.


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