Retirement Resources President, Dave Boike, Anticipates The Joys Of Spring And The Importance Of Making Sure Finances Are In Order Prior To Tax Filing Deadlines.
Retirement Resources President and Investment Advisor, Dave Boike, provides a check list of financial areas that may need “sprucing up” and suggests that this is a great time to have a fresh set of eyes look at your financial retirement plan.
Auburn Hills, MI — March 22, 2021— 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, “It’s Time For A Financial Spruce Up,” in which Mr. Boike provides a quick check list.
Boike writes, “Ah springtime!” He continues, “Soon we will be springing forward into daylight savings time, which means it’s the time of year those of us who love to garden start plotting out what to plant and where. As both, a gardener and a financial planner,” he says, “I see the need for specific planning and nurturing with both your annual garden and your financial garden. The coming of spring is a great time to check up on and spruce up your financial affairs if necessary before the tax filing deadline.”
Boike points out, “I’ve made a list of the important areas to check this time of year. Once you do a spring review, you’ll be ready to enjoy the weather knowing your affairs are in order.”
Read the entire blog post at https://www.theretirementresource.org/single-post/it-s-time-for-a-financial-spruce-up
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 has taught retirement planning classes at Michigan State Education Center, Wayne State University, and 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.