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bill roberts retirement planning: Fun With Ken and Barbie, Part 2 - 10/28/07 07:42 PM
Fun With Ken and Barbie, Part 2 by Bill Roberts
Last time in Fun With Ken and Barbie we calculated their Cash Needed Budget for when they retire. They "down-sized" from their big family home into a nice two bedroom house in a very nice gated community with all the amenities that they wanted. They are happy there.
When all was said and done they needed an average of $8957.00 per month to maintain their lifestyle. About 80% of this total is subject to inflation. We will use an inflation factor of 5%. This will go on as long as they both shall … (8 comments)

bill roberts retirement planning: Fun With Ken and Barbie - 10/28/07 06:30 PM
Fun With Ken and Barbie by Bill Roberts
As Baby Boomers approach retirement they need to do a little planning.
The most important plan is the CASH NEEDED plan. This is a complete assessment of how much money you will need each month to maintain your lifestyle.
We are going to use a fictional couple, Ken and Barbie (at least I think they are fictional) as an example. They moved into a new, smaller home in a Planned Unit Development (PUD) three years ago in anticipation of their retirement. They only put 20% down on the house and financed the balance for thirty years. … (22 comments)

bill roberts retirement planning: If You Had Enough Money Would You Ever Work Again? - 10/06/07 10:40 AM
One Hit Wonder, part 2 by Bill Roberts
If you had enough money would you ever work again? This is a legitimate question for us in real estate development. It is quite possible to make enough money on one deal to take care of our needs for the rest of our lives. We call this a One Hit Wonder.
Wherever you are going in life you need to know your destination and have a map that shows you how to get there.
Your financial "life" is no different. Set a goal. It doesn't matter what your goal is but it would be better if … (30 comments)

bill roberts retirement planning: Broker RoundTable Notes 6 - 10/05/07 04:10 PM
Broker RoundTable Notes 6 by Bill Roberts
Last Wednesday night we had our semi-monthly Broker RoundTable meeting of the Mike Watson Institute of Real Estate Investing. As usual 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.
Mike Watson is having his two-day workshop, "Becoming your own best client" next week in San Diego. All existing Mike Watson students are encouraged to attend.
The meeting always starts with a discussion of the "market." As we have a … (2 comments)

 
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Bill Roberts - "Baby Boomer" Retirement Planner

Oceanside, CA

More about me…

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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