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

ARCHIVED BLOG POSTS

2013 

Is it just about the money, or do we have a social responsibility as well? by Bill Roberts This morning I read a very moving story about an old lady who cried when she sold her house. See: http://activerain.com/blogsview/3606754/crying-at-the-closing-table-is-this-ok- I work with "senior citizens...
01/30/2013
Does it really matter what the current value of your investment property is? As long as you have a positive NOI (net operating income) and NO balloon payment on your mortgage, you can hang on forever if you need to. Don't panic. And don't give away your property. The "value" only matters twice, o...
01/15/2013
I recently attended a networking event where one of the participants identified herself as a Land Banker.Because this is an area of Baby Boomer Retirement Planning that I am passionate about I sought her out after the event to discuss Land Banking with her.First, I was curious just how long she h...
01/12/2013
I had to go to San Jose this week. The last time I was there was 1972. I'll be 70 this year. I needed to get some documents from the county recorder for my social security application. I've been putting this off for several years but now I can't put it off any longer. I rationalized my inaction b...
01/05/2013
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Bill Roberts

"Baby Boomer" Retirement Planner
local_phone(619) 244-4610
smartphone(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.