Retirement Resources President, Dave Boike, Provides A Year-End Financial Check List For A Quick And
Retirement Resources President and Investment Advisor, Dave Boike, encourages an annual review of important information, which he provides a checklist for, and suggests taking a quiet moment during the holiday season to conduct a review. Auburn Hills, MI — December 22, 2022— Dave Boike, President of Retirement Resources and co-author of The Ultimate Success Guide with Brian Tracy published a new article post on the company website entitled, “Year-End Financial Check List.” Mr
Year-End Financial Check List
During the year-end lull, amid those brief but blissfully quiet times the holiday season often provides, between the parties and the holiday visits, it’s a great time to sit down and review your finances. I’ve provided a partial check list below to help with your review. I hope you have ended up in a solid financial position this year and, that the coming year holds even greater promise for an abundance of health, happiness, and prosperity. Review or update your beneficiary d
Retirement Resources President, Dave Boike Posts His Annual Tax Scam Alert To Remind Clients And Rea
Retirement Resources President and Investment Advisor, Dave Boike, offers a word of caution during the holiday season when scammers get busier than ever trying to take advantage of the holiday gift-giving spirit. Auburn Hills, MI – December 14, 2022 – 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 “Annual Holiday And Pre-Tax Scam Alert,” in which Mr. Boike als
Annual Holiday And Pre-Tax Scam Alert
During the holiday season I like to remind my clients and readers to be very cautious and become hyper-alert to scams. Criminal scammers tend to step up their activity level when more people let their guard down and are in the holiday giving spirit. Generosity of spirit can quickly turn a loving act into something tragic. The IRS informs us that thousands of people have lost millions of dollars and their personal information to scams. This includes tax scams, Social Security
