Retirement Resources President and Investment Advisor, Dave Boike, gives guys a Valentine’s Day gift suggestion that will let their spouses know their love for them will live on even after they are gone.
Auburn Hills, MI — Mar 8, 2019— 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, “Let Your Valentine Know That Your Love Will Live On,” in which Mr. Boike offers a loving suggestion.
Boike writes, “Okay, fellas, this one’s for you.” He adds, “This is a special Valentine’s Day message that will let your Valentine know that you intend your love to live on, long after you’re gone.”
As Boike points out, “It’s a well-known and documented fact that women typically outlive us men. So, you need to gift your wife or partner with the financial wisdom to help her carry on in the event that you precede her on your journey to the next life.”
According to Boike, there are three items that women need to be aware of in the event their husbands pass on. They are, “Make sure she knows how to manage the retirement funds in your absence. 2. Make sure you leave her with enough investments and/or Life Insurance to last the rest of her life. 3. Make sure all your legal estate planning documents are correct and up to date.”
“These three items will require that both, you and your spouse, actively participate in meetings with your financial advisor,” says Boike.
Read the entire blog post at: https://www.theretirementresource.org/single-post/2019/02/14/Let-Your-Valentine-Know-That-Your-Love-For-Her-Will-Live-On
About Dave Boike
Dave 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.
Dave 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.
Dave’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.
Dave 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.