Retirement Resources President and Investment Advisor, Dave Boike, tells readers the original source of the phrase “pay it forward” and makes a few suggestions about how to pay it forward as a way of expressing gratitude for all the good in life.

Auburn Hills, MI — November 15, 2019— 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 Many Ways Of Expressing Gratitude Include Paying It Forward,” in which Mr. Boike explores ways of paying it forward.

Boike writes, “You may have first heard the expression “pay it forward” as the title of the movie with Haley Joel Osment back in the year 2000.”  “Since then,” he says, “it has become a fairly popular expression. But, you may not know that Benjamin Franklin is the one who came up with the concept of paying it forward and described it as an alternative form of giving, a sort of “trick for doing a deal of good with a little money”.” https://en.wikipedia.org/wiki/Alternative_giving

“This month,” says Boike, “I’m talking about paying it forward as a way of expressing gratitude for so many things. For instance, how would you apply this concept in showing gratitude for your parents?” “This is how I see it,” he writes, adding, “When you consciously establish a financial plan that includes the ability to help take care of your parents as they age, that is a way of “doing a deal of good with a little money”.”

According to Boike, “Giving to causes that you consider to be worthy is also a form of paying it forward. You are sharing your good with others which is also a way of showing gratitude.”

This is the time of year that most people turn their attention to being thankful for all the good in life.

Taking the time to sit down with a professional financial planner/advisor and establish a way to take care of your family, the kids as well as aging parents, is a beautiful way to show how much you care and how grateful you are. And, when you pay it forward you set an example and your family will likely do the same as they move into adulthood. That could establish a habit of paying it forward for generations to come.

 

Read the entire blog post at https://www.theretirementresource.org/single-post/2019/11/12/The-Many-Ways-Of-Expressing-Gratitude-Include-Paying-It-Forward

 

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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