Tips To Improve Your Tax Situation Even If You Use The Standard Deduction
Tax planning is a critical aspect of financial planning in retirement. Proper tax planning can make a huge difference when it comes to...
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.
Should You Give Money Away While Alive? (and Other Estate Planning Tips)
The decision to contribute to charity or gift money to family members or loved ones is an incredibly personal one. Whether you already...
Your Medicare Open Enrollment Checklist
Medicare is one of the best ways for people to receive healthcare coverage in retirement. Medicare is typically divided into several different parts,...
What is Total Return Investing?
For retirees who depend on their investments for income, this question is becoming increasingly important: What’s the best strategy for getting the most...
4 Things To Think About Before Moving Closer To Your Kids In Retirement
There are plenty of factors to consider before you make a drastic life change. Have you always wanted to move in retirement?...
Revocable vs. Irrevocable Trusts: Can One Better Serve Your Assets?
Trusts are a great estate planning tool, but there are substantial differences to understand when deciding which type of trust is best...
What’s A Bond Ladder (And Can It Mitigate Risk?)
Today, we’ll explore bond ladders: what they are, how they work, and the many ways they could help safeguard your retirement income...
How To Confidently Transition From Saving To Spending In Retirement
While amassing a healthy nest egg to support your golden years is essential, once you’ve done it, one critical question remains: what...
Personal Property and Digital Assets: The Dark Horses of Your Estate Plan
Many people associate estate plans with trusts, IRAs, paperwork, and lawyer’s offices. But there are two critical areas of your estate plan that...
3 Easy Ways Retirees Can Benefit From a Roth Conversion
In retirement, tax planning is one of the most crucial conversations. Minimizing your lifetime taxable income can better insulate your nest egg...
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.