Retirement Resources President, Dave Boike On The Benefits of A Financial Review.

Retirement Resources President and Investment Advisor, Dave Boike, encourages investors to have their portfolios reviewed in light of the new tax law and the New Year to make sure they are on the right track.

Auburn Hills, MI — January 04, 2018— 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, New Year, New Tax Code, New Financial Review. In the post, Mr. Boike urges readers to explore the differences between fiduciary and non-fiduciary advisors.

Boike writes, “We’ve just stepped over the threshold of a New Year and that, right on the heels of a new tax bill voted into law.” He continues adding, “With those two facts in mind, there’s never been a more perfect time to make sure your investments on the right track. Having a review by a fiduciary financial advisor could be eye opening, life changing and money saving.”

“For starters,” says Boike, “let me clarify the difference between fiduciary and non-fiduciary financial advisors.” He elaborates, “Fiduciaries are bound by law to avoid conflicts of interest, to operate with full transparency and to always act in the client’s best interest.” “Non-fiduciary advisors, which include brokers, on the other hand,” writes Boike, “are not legally bound by any of the standards just mentioned.”

Read the entire blog post at https://www.theretirementresource.org/single-post/2018/01/04/New-Year-New-Tax-Code-New-Financial-Review

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. 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.

 

Posted Under: Dave Boike