Retirement Resources President and Investment Advisor, Dave Boike tells readers there’s at least one more slow time before the active fall season kicks in which is a great time to take a good look at a few areas that could be helpful financially.
Auburn Hills, MI — August 23, 2019— Dave Boike, President of Retirement Resources and co-author of The Ultimate Success Guide with Brian Tracy, published a new article on the company website entitled, “Four Smart Money Moves To Consider As The Dog Days Of Summer Come To An End.” Mr. Boike helps readers make good use of the last bit of summer down time.
Boike writes, “If you have not yet retired, are still working and have kids in school, you’re probably in the frenzy of getting ready for the beginning of the school year and thinking about how things are going to be revving up soon on the work front.” He continues, “Of course, this is all happening during the last and hottest of the dog days of summer. There’s bound to be another lull to take advantage of before the fall season picks up the pace.” His suggestion, “And during a quiet time, I propose a personal financial review of four smart money moves to consider from now until the end of the year.”
As a first step, Boike says, “Get educated on your workplace health insurance before open enrollment. Year after year, insurance companies make changes to your company’s previous plan before installing a slightly altered one.” He offers, “You might take a moment to look at websites like www.healthcare.gov to educate yourself on what might be coming down the pike rather than waiting to make an uninformed election the night before open enrollments close.”
According to Boike, “This is also the time to begin having conversations with your junior and senior high school children about college. You’ll want to work with them to scout out scholarships and grants they may be eligible to apply for.” He adds, “Also review what you have saved and see if the kids are on target for your overall plan to earn scholarship/grant money.”
Read the entire article at https://www.theretirementresource.org/single-post/2019/08/19/Four-Smart-Money-Moves-To-Consider-As-The-Dog-Days-Of-Summer-Come-To-An-End
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.