Retirement Resources President, Dave Boike, Shares Tips From The IRS To Prevent Scammers From Accessing Personal Information And Financial Resources.

Retirement Resources President and Investment Advisor, Dave Boike, acknowledges the joy that so many get from giving to charities and cautions readers to be a little extra attentive to the wily ways of scammers in order to avoid becoming their victims.

Auburn Hills, MI — December 09, 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 entitledBe As Generous As You Can And Be A Little Extra Cautious, in which Mr. Boike provides a few safety tips to keep in mind during the holiday season.

Boike states, “We love to help others by giving to charities, especially this time of year and especially since so many charitable organizations have been hit hard due to the pandemic. But,” he goes on to add, “we have to be a little extra cautious these days since scam artists are more and more sophisticated and prevalent during the holiday season and leading up to tax time.”

As Boike points out, “The IRS and its Security Summit partners have issued warnings to be particularly attentive this year. In fact they advise that you do not click on any e-mail or text message solicitations even if they appear to be from your charity of choice. Instead,” he continues, “they suggest that you go to your charity of choice and do your giving through their specific website. Or, even better, go old school and mail them a check!”

According to Boike, “There’s no need for fear, just exercise a little caution. Awareness is key and is all that’s necessary to keep you off of the scammer’s holiday victim list and keep your spirits bright.” He also provides a link to the IRS’s entire list of seasonal scam alerts.


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