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...
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 tha...
Retirement Resources President and Investment Advisor, Dave Boike, talks about the how much individuals typically spend on gifts that are returned, regifted or just tossed away and how much pressure buying gifts puts on people. He talks about sharing experiences and gi...
Have you ever wondered when Christmas became the season to give a bunch of store-bought stuff to people? I have been somewhat preoccupied with this question and started doing some research. What I found out has kind of turned my head around about this holiday that seem...
Retirement Resources President and Investment Advisor, Dave Boike, reminds readers that gift giving can be something that will carry loved ones through a lifetime of ups and downs or something that is quickly forgotten.
Auburn Hills, MI — December 20, 2019— Dave Boike,...
Gift giving runs amok this time of year. So many gifts that will never be used will be wrapped up and put under a tree and unwrapped. They may possibly be admired for a moment, then set aside. Some gifts may get stored away and forgotten or swept away in the spring cle...
You may have first heard the expression “pay it forward” as the title of the movie with Haley Joel Osment back in the year 2000. Since then it has become a fairly popular expression. But, you may not know that Benjamin Franklin is the one who came up with the concept o...
Some storms are so colossal that it’s utterly impossible to be prepared for them. That’s what happened to the northernmost islands of The Bahama Island archipelago over the Labor Day weekend as the category 5 Hurricane Dorian parked itself and its 185 mile per hour win...
This is the month in which all of America celebrates our nation’s independence from English rule. Independence is a wonderful thing. And since we live in the land of the free and the home of the brave, we have the privilege of establishing our individual ideas of what...
The current rollercoaster ride the stock market is on could make you feel pretty terrified if all of your retirement funds are invested in the market. The type of activity we’re experiencing now is exactly why I emphasize the importance of allocating retirement money b...
