Financial Strategies by Bill Roberts

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Services for Real Estate Pros - Brooks and Dunphy Real Estate - DRE 00527512
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
RECENT BLOG POSTS
Building For Your Retirement Whenever I teach Baby Boomer Retirement Planning I start at the beginning. And that is “How much does it cost you to live each (and every) month? And then I explain that when you retire it will cost you more. About 20-25% more. Why? Because when you retire “every day ...
07/12/2018
What I Think About The National Association of Realtors© by Bill RobertsBack in 1975 when I joined my local Board of Realtors© it wasn’t because I wanted to, it was because I had to IF I WANTED ACCESS TO THE MLS. Well, today that reason no longer exists. Everyone has MLS access.And it wasn’t beca...
06/07/2018
News Flash – The DRE is backToday I received an email from the State of California Department of Real Estate. It stated that as of July 1st The Bureau of Real Estate would cease to exist. A new Department of Real Estate will emerge.So, why did this happen? Why did California “kill off” the Depart...
06/05/2018
My “Idea” is one I used before (because is was a good one): What was your BEST post that wasn’t FEATURED but should have been??? This is a CHALLENGE, not a contest. And multiple entries are encouraged if you had multiple posts passed over. The SUBJECT MATTER is wide open, as long as it is somehow...
05/04/2018
More Multiple Streams of IncomeAs you know, I advise members of our generation (Baby Boomers) how to actually be able to retire (someday).The old ways just don’t work. That is why about 90% of  us can NEVER RETIRE. Retirement is expensive. In most cases it will cost us 20% MORE each month to live...
05/01/2018
Why Am I Broke?This is a question that many Baby Boomers ask themselves a few years into their retirement. It is not a question they wanted to ask but it is inevitable anyway.Most retirement planners only know one approach to retirement: SPEND DOWN YOUR ASSETS.They believe that your working years...
04/26/2018
In the 1950s we were all rich. Anybody (any American, that is) could afford to travel the world. Everything was cheap (for us) because we made everything, Our factories were humming, turning out goods that we sold to the world.Then Europe, Japan, and Korea wanted into the game. They started  maki...
04/08/2018
I Don't Miss The NFLIn days gone by my Sundays would be dedicated to watching football from earlymorning 'til late at night.  Three full games EVERY Sunday.I was getting a little tired of the NFL.  The owners are mostly a bunch of jerks.  Theteams belong to the owners, not the community where the...
10/22/2017
The "One Hit Wonder"Back in the 1950s when I was growing up, I first heard the expression "one hitwonder."  It referred to a singer that had one hit record and then was heard from nomore.  There were a lot of them.And then in 1977 there was another "one hit wonder" but she WAS heard from again. A...
10/22/2017
BEWAREIf you make this mistake you WILL regret it all the days of your lifeThe typical Retirement Planner's approach to YOUR RETIREMENT is predictable. He (orshe) will put your retirement assets (your money) into an annuity that will pay you acertain amount for a period of time.The challenge is t...
10/21/2017
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Bill Roberts

"Baby Boomer" Retirement Planner
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