Retirement Resources President and Investment Advisor, David Boike, encourages giving a gift that will last for generations instead of one holiday season.
Auburn Hills, MI — December 12, 2018— David 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, “Give Your Family The Gift Of Well-Organized Financial Affairs,” in which Mr. Boike presents and overview of how that is done.
Boike points out that, “In this season of giving people tend to be more focused on the quantity and quality of beautifully wrapped presents glowing under the tree.” He adds, “Other traditions give gifts too. Many children look forward to the 8 nights of Hanukah when they receive a special gift each night.”
“Those gifts are all well and good,” says Boike, adding, “but they may or may not provide the kind of joy the giver intended. In fact, many gifts that find their way to a spot under the tree are recycled and re-gifted.” “So,” he asks, “why not do something different this year? Give another kind of gift. The kind that will serve your family and loved ones perhaps for generations to come.”
Boike elaborates on aspects of providing that strong financial foundation then adds, “It may not be all sparkly and bright, but this is one gift that will likely spark excitement and joy throughout your family’s life.” Then he says, “Okay, so you can also put some presents under the tree! I’m not Scrooge!”
Read the entire blog post at https://www.theretirementresource.org/single-post/2018/12/12/Give-Your-Family-The-Gift-Of-Well-Organized-Financial-Affairs
About David Boike
David is a well-known financial educator, co-author of The Ultimate Success Guide with Brian Tracy, author of High Tide and contributing author of 21st Century Wealth. For over 30 years, Dave has been teaching investors age 55+ how to preserve their assets, increase their income, and reduce income taxes. He has taught Retirement Planning Classes at Michigan State University, Wayne State University and Oakland Community College.
For over 4 years, Dave was featured on NBC25 every weeknight at 6PM, discussing the daily market wrap-up. Many area retirees have used Dave’s advice to enjoy a financially independent retirement.
David is a Chartered Financial Consultant, a designation awarded only to the most experienced advisors who have completed a 10-course program of study, through the American College in Pennsylvania, focusing on Tax, Investment, Risk Management, Retirement and Estate Planning. He is an approved Member of the International Association of Registered Financial Planners, the Society of Financial Service Professionals. As a strong advocate of education, Dave recently spoke at The Michigan Association of CPA’s and is teaching a class at Oakland Community College.
David’s latest book, High Tide, A Practical Guide for Affluent Retirees to Protect, Profit and Prosper from the Coming Storm, talks specifically on the important challenges retirees are facing today and some new cutting edge solutions to address those challenges. He teaches you in this easy to read book how to take the steps necessary to achieve your successful retirement.
David is Managing Member and Chief Compliance Officer of Retirement Resources, LLC, a Registered Investment Advisory Firm. Every year, since 2011, Retirement Resources has been awarded the 5 Star Wealth Manager of Michigan, which is only given to the top 7% of advisory firms.
This content is provided for informational and educational purposes only. The information, analysis and opinions expressed herein reflect our judgment as of the date of writing and are subject to change at any time without notice. They are not intended to constitute legal, tax, securities or investment advice or a recommended course of action in any given situation. All investments carry a certain risk and there is no assurance that an investment will provide positive performance over any period of time. Information obtained from third party resources is believed to be reliable but not guaranteed. Past performance is not indicative of future results.