Retirement Resources President and Investment Advisor, Dave Boike, brings a greater sense of urgency to financial planning for the unexpected during the World Alzheimer’s Awareness Month.

Auburn Hills, MI — September 29, 2022— Dave Boike, President of Retirement Resources and co-author of The Ultimate Success Guide with Brian Tracy published a new article post on the company website entitled, “Helping Raise Awareness And Challenging The Stigma Associated With Alzheimer’s,” in which Mr. Boike encourages action sooner rather than later.

Boike states, “September is World Alzheimer’s Awareness Month.” He continues adding, “On a personal note, my wife and I have experience helping to care for my mother who has been living with memory loss for more than five years. As a financial planner helping my clients prepare for the best retirement years possible, I have seen the results this devastating disease can have on families. And, as a financial planner, I know the absolute importance of having legal financial documents in place prior to receiving a diagnosis of Alzheimer’s or other dementias.” He emphasizes, “Fortunately, my mother’s financial affairs were in order before she was diagnosed.

“I am not an attorney,” writes Boike, adding, “so I do not offer legal advice. However, having seen how an estate can become legally embroiled when a family has not made the appropriate arrangements prior to a diagnosis of dementia of any kind inspires me to encourage my readers to consider the implications and act sooner rather than later. This is also my way of helping to raise awareness during World Alzheimer’s Awareness Month.”

Boike writes, “According to the Alzheimer’s Disease International website, many people are of the belief that Alzheimer’s is a normal functioning of aging. They say that is not true, which is why it is so important to recognize the symptoms and make important decisions before any diagnosis.”

September 21st World Alzheimer’s Awareness Day

Boike includes information from the National Institutes of Health (NIH) and includes, “Very often, it is noted by many Alzheimer’s organizations that, after a diagnosis of Alzheimer’s or other dementia, financial planning often gets pushed aside because of the stress and fear this topic evokes.” https://www.alz.org/help-support/i-have-alz/plan-for-your-future/financial_planning According to Boike, “Avoiding addressing these important financial decisions before an illness happens only makes matters worse.”

Read the entire article 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.