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, 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, “This Holiday Wrap Up Their Future All Shiny And Bright,” in which Mr. Boike explores gifts with a greater lifespan than most.
As Boike points out, “Gift giving runs amok this time of year.” He continues adding, “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.” He goes on to say, “Some gifts may get stored away and forgotten or swept away in the spring cleaning just a few months away. The point is,” writes Boike, “that gifts that cannot be wrapped and put under a tree are often the best gifts of all. Peace of mind, for instance is one of those kinds of gifts. As is the gift of financial stability.” “And,” according to Boike, “the gift of a well thought out financial plan that will see your loved ones through life’s ups and downs is one of the greatest of all gifts.”
Read the entire blog post at https://www.theretirementresource.org/single-post/2019/12/17/This-Holiday-Wrap-Up-Their-Future-All-Shiny-And-Bright
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.