Retirement Resources President, Dave Boike, Encourages A Well Thought Out Plan For What Could Be The

Retirement Resources President and Investment Advisor, Dave Boike, suggests that more people plan for a “once-in-a-lifetime vacation” rather than planning for what usually ends up being the longest vacation that happens when they retire.

Auburn Hills, MI – May 5, 2022 – 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 To Plan For The Longest, Most Fulfilling Vacation Of Your Life,” in which Mr. Boike encourages early and regular attention to a financial retirement plan.

As Boike notes, “We are approaching summertime and that typically means vacation time.” He goes on to add, “However, the past couple of summers have been more about stay-cations rather than vacating one’s hometown. This year is different with COVID on the decline and people feeling a bit more daring and ready to break out of the confines of the past two and half years.”

“With that being said,” Boike writes, “I know there’s a tremendous amount of time and energy that’s been given to planning the perfect vacation this year. As a financial planner,” he adds, “I’m always surprised at how much time, thought and detailed energy most people put into planning what may be a “once-in-a-lifetime vacation” and how little time they devote to planning what could and should turn out to be the longest and best vacation of their lives: Retirement.”

According to Boike, “Most people will scrimp and save throughout the year, or sometimes for a year or two, to take one unforgettable vacation. Yet, let me point out that by establishing a long-term financial plan, you could have your cake and eat it too, so to speak”

Read the entire blog post at LINK HERE

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.

Posted Under: Dave Boike