Auburn Hills, MI — October 17, 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, “October Is National Estate Planning Awareness Month/Week,” in which Mr. Boike explains how critical estate planning is to financial wellness.

Boike writes, “This month is the 14thth anniversary of National Estate Planning Awareness Month/Week. Each year,” he adds, “I do what I can to promote and cultivate greater awareness about the importance of having an estate plan. There are still too few people who do not utilize the skills of both financial planners and estate planning attorneys. But the importance of both cannot be overstated.”

Boike treats his readers to a brief history, writing, “National Estate Planning Awareness Month/Week was an effort spearheaded by the National Association of Estate Planners & Councils and Rep. Mike Thompson (D-CA) along with 49 other Representatives on board. In September 2008, Congress passed H. Res. 1499 designating the third week in October as a week for assisting the public in understanding both, the importance and benefits of estate planning. This year, that week is October 17 – 23.”

“As a financial planner,” Boike states, “I help my clients accumulate wealth so they can have a comfortable, rewarding retirement and enjoy the kind of lifestyle they desire.” He continues adding, “On the other hand, the goal of an estate planning attorney is to utilize various estate planning tools to help clients preserve and distribute their wealth after death. Very often I work with estate planning attorneys and other professionals such as CPAs as part of a client’s financial team. I typically do encourage my clients to establish an estate plan as part of their overall retirement planning efforts for the many benefits and savings to be gained.”

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.