Retirement Resources President, Dave Boike, Encourages Readers To Take Time At The Beginning Of The Year To Tend To The Health Of Their Financial House.
Retirement Resources President and Investment Advisor, Dave Boike, writes about the continued uncertainty of the times in which we live and suggests taking time to make sure every opportunity for financial health and stability is pursued.
Auburn Hills, MI – January 11, 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 “The New Year Presents New Opportunities To Get Into Better Financial Shape.” Mr. Boike offers a couple of small steps readers can consider taking to get them started.
Boike states, “We’ve been living in a topsy-turvy world for the past couple of years. And just when it seems like we are getting back to some sense of normal, another Corona virus strain emerges to throw us into chaos again.” He continues, “Despite the uncertainty we are all experiencing, there is one area of life you may be able to exercise some degree of control over. That is your financial house. Even though your finances may have taken a hit,” Boike says, “there may be a few things you can do now to establish for the first time or re-establish sound footing for the future.”
According to Boike, “The beginning of the New Year is a great time to reassess and see where you can take action to either establish a solid financial plan or to examine your current plan and see if it can be improved upon.” He acknowledges that, “Setting up a review with your fiduciary financial planner is a great start. And” he goes on to elaborate, “if you are still working and you have an employer sponsored 401(k) plan, there are new, increased contribution limits that are in effect this year. You can contribute $1000 more than you were allowed last year, bringing the contribution total to $20,500.”
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.