Retirement Resources President and Investment Advisor, Dave Boike takes time on Valentine’s Day to talk about the privilege of being able to develop long-term intimate relationships with his clients that often extend from one generation to the next and shares everyday financial tips for couples and families. Auburn Hills, MI — February 16, 2020— Dave Boike, President of Retirement Resources and co-author of The Ultimate Success Guide with Brian Tracy, published a new article
As I write this on Valentine’s Day, I can’t help but think of all the long-term relationships I’ve been privileged to have with the numerous individuals and families who have entrusted me to help with their financial well-being. As a financial planner, I am privy to my clients’ major life events. I’ve been to numerous client weddings and weddings of my clients’ children. I’ve helped with wedding plans for adult children and helped with decisions about buying homes, career pla
Retirement Resources President and Investment Advisor, Dave Boike, turns his attention to love and money during the month of love and tells his readers that having a healthy relationship with money is an integral part of life. Auburn Hills, MI — Febuary 08, 2020— Dave Boike, President of Retirement Resources and co-author of The Ultimate Success Guide with Brian Tracy published a new blog post on the company website entitled, “Your Loving Relationship With Money” in which Mr.
There are two subjects I find myself discussing a lot as a financial advisor: Money and love. And, February is the month that finds me talking about them both, pretty much all month long. After all, February is the month of love. And, we humans have come to realize that more relationships that started out loving have been broken up because of money issues. So, getting both, love and money established on the right foot, is a very important undertaking. In my opinion, both love