Retirement Resources President and Investment Advisor, Dave Boike, offers a word of caution during the holiday season when scammers get busier than ever trying to take advantage of the holiday gift-giving spirit.
Auburn Hills, MI – December 14, 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 “Annual Holiday And Pre-Tax Scam Alert,” in which Mr. Boike also adds the link to the IRS site listing all the latest scams.
“During the holiday season,” Boike writes, “I like to remind my clients and readers to be very cautious and become hyper-alert to scams.” He continues, “Criminal scammers tend to step up their activity level when more people let their guard down and are in the holiday giving spirit. Generosity of spirit can quickly turn a loving act into something tragic.”
As Boike notes, “The IRS informs us that thousands of people have lost millions of dollars and their personal information to scams. This includes tax scams, Social Security scams, charitable scams and more.” He adds, “They inform us that scammers use every possible method to snag their victims. They use the regular mail, telephone, text, and email to set up individual, businesses, payroll, and tax professionals. They leave no stone unturned.”
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.