Retirement Resources President and Investment Advisor, Dave Boike talks about how some people refer to the month of February as the month of finances and encourages a few ways to keep financial health top of mind despite the continuance of COVID-19.

Auburn Hills, MI — February 24, 2021— Dave Boike, President of Retirement Resources and co-author of The Ultimate Success Guide with Brian Tracy, published a new article on the company website entitled, “Financial February,” in which Mr. Boike talks about how some people traditionally use the second half of the month of February.

Boike writes, “Valentine’s Day has come and gone. Now that the romance, flowers, candy and loving cards have had their day, many people turn their thoughts to finances.” He continues, “If you live in the northern hemisphere you are pretty well hunkered down inside anyhow. In fact,” he emphasizes, “some people even think of February as the month of finances since it’s a good time to be indoors and tax season is just getting started.”

According to Boike, “Many people get more serious about pulling their paperwork and documents together for their tax preparers. And, sometimes, the most romantic thing for couples to do is to think about their financial futures.” He elaborates, “They dream about their goals, how they would like to retire, the things they would like to accomplish, experience and own. This often leads to discussions about financial planners, wealth management and retirement plans.”

“With COVID-19 taking some of the wind out of many family’s financial planning dreams,” says Boike, “this is still a time to keep dreaming and planning. We will come to the end of this challenging time and we will keep moving forward.” He confirms that, “Having a plan to follow will help you get to your dreams, no matter how you may have to scrimp and put some things on hold right now.”

Boike offers a few ideas, such as reviewing spending and filing taxes early. He writes, “It’s always a good idea to file your taxes sooner rather than later. Especially if the IRS owes you a refund!” He continues, adding, “Other good reasons include avoiding getting scammed, being able to relax and turn your attention to other more enjoyable things, and, since it looks like a third stimulus payment is likely to be approved, you’ll have your taxes done and the IRS will have your banking information which means you’ll get your stimulus payment sooner.”

 

Read the entire article at https://www.theretirementresource.org/single-post/financial-february

 

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.

 

 

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