What’s Your Legacy (And How Can Your Estate Plan Support It)?
How do you want others to remember you? A legacy is a heritage passed on from generation to generation, like a spirit of...
RETIREMENT PLANNING AND WEALTH MANAGEMENT
If you’re retired or soon to be retired, now is the time to engage a firm that specializes in retirement planning and wealth management. Although our ideal client relationship begins in the years leading up to retirement, we can be of service at any stage of life. Contact us today to start the conversation.
How Do You Find Your Risk Tolerance? And Why It Matters Throughout Your Life
When you hear the word “risk,” are you filled with excitement or overcome with dread? Do your shoulders tense up? Or are...
Fall 2022: A Course on Retirement Wealth Management
Please consider attending our upcoming course on Retirement Wealth Management in Greenville, SC at Furman University. In this course, we will discuss dozens...
3 Kind Ways To Financially Support Your Grandchild’s Education
One of the best ways to support your grandchildren is by investing in their education. With rising education costs, it’s never too...
4 Conversations You Need to Have with Your Adult Kids About Your Estate Plan
Less than half of American adults have a will, and even fewer have an estate plan.  As the saying goes, “a parent’s job...
Should You Open a Business in Retirement?
Are you questioning your retirement plans? Not sure if you’re ready to leave the workforce? A new business venture might be just what...
What’s a Retirement Withdrawal Strategy and Why Do You Need One?
For years, you’ve worked hard and saved diligently for retirement. But, if you’re still worried about running out of money in retirement,...
How Retirees Can Use I Bonds To Protect Against Inflation
You can’t turn on the news or go online without seeing the word “Inflation” plastered across headlines. Due to several external factors...
To Work or Not To Work in Retirement, That Is The Question
A job is about more than an income. It offers a sense of stability, provides a consistent routine, and helps you develop a...
3 Easy Ways Retirees Can Simplify Their Financial Lives
Preparing for retirement feels complex at times, but your financial life in retirement shouldn’t be. The simpler and more streamlined you can...
WHY GOEPPER BURKHARDT?
When you’re looking for a retirement planner, it may seem like every firm is the same. How do you know which one is right for you? There’s not a single thing that makes us different from other wealth management firms in Greenville, SC. There are six.
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We have developed expertise in the three integrated disciplines that are necessary to achieve retirement financial success.