Retirement Resources President and Investment Advisor, Dave Boike, talks about the overwhelming generosity of Americans who continue to outdo their giving to organizations here and around the world and provides tips to guide his readers who would like to participate in giving this season.

Auburn Hills, MI — December 11, 2019— Dave Boike, President of Retirement Resources and co-author of The Ultimate Success Guide with Brian Tracy published a new article on the company website entitled, “How To Participate In The Most Generous Season.” Mr. Boike acknowledges those people who have made giving part of their financial plans.

Boike writes, “If you have made giving to charitable organizations part of your financial plan throughout your retirement, congratulations.” He adds, “You are not alone in your desire to help others.” Boike goes on the note that, “According to wallethub.com, “For the 38th time in the past 40 years, charitable giving increased year over year in 2018, according to Giving USA. Americans donated a total of $427.71 billion – nearly $292 billion of which came from individual donors. Forecasts call for a further increase in charitable giving in 2019, when the final figures are tallied, but much depends on how generous we feel this holiday season. ’Tis indeed the season for generosity, as a significant portion of all charitable donations are usually made in the month of December.”

https://wallethub.com/edu/best-charities-to-donate-to/28658/

“We’ve all heard that it’s better to give than to receive,” says Boike. He elaborates, “The reason for this is expressed in so many sayings including, “as we do unto others, we do unto ourselves,” and “what goes around comes around.”  Of course, there are dozens of other quotes, but you get my point.” As Boike points out, “Charitable organizations serve our communities and our world with much needed services and aid. We cannot expect our governments to tend to every existing need and it is our responsibility to help our fellow human beings in the ways that we can.” Boike adds, “In case you are in the giving mood, I’m posting helpful tips from wallethub.com to help you discover some things to keep in mind when looking for ways to make sure your donations actually serve the cause you desire to help.”

 

Read the entire article post at https://www.theretirementresource.org/single-post/2019/12/02/How-To-Participate-In-The-Most-Generous-Season

 

 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.

 

 

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