Why A Roth IRA Is A Great Addition To Your Estate Plan
Estate planning is essential for executing your final wishes efficiently and meaningfully. And while wills and trusts are standard tools, it’s possible...
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.
Does The 4% Rule Still Hold True for Today’s Retirees?
Whether you’re preparing for retirement or already there, you’ve likely heard about the 4% rule. This common retirement rule-of-thumb originated in 1994...
What Is Dollar-Cost Averaging and When Should You Use It?
Dollar-cost averaging is a strategy that many investors use. Essentially, when leveraging dollar-cost averaging, investors invest a set amount of money by...
5 Ways Retirees Get Their Money On Track During Financial Literacy Month
Did you know that April is Financial Literacy Month? We’re kicking off this exciting season with one of the most frequently asked questions...
4 Smart Ways To Reduce Your Required Minimum Distributions In 2022
The benefits of contributing to traditional retirement accounts, like a company 401(k) or personal IRA, are numerous, and one of the most...
7 Last-Minute Tax Tips Retirees Need To Know Before Filing Their 2021 Returns
Tax rules and requirements change every year, so it’s essential to stay up to date regarding filing your taxes. Here’s what to...
What Are Beneficiary Designations and Why Are They So Important To Your Estate Plan?
A beneficiary designation is a simple tool that plays a significant role in transferring your assets after you pass. Properly naming beneficiaries...
5 Clear Signs You Could Retire Tomorrow
Sometimes it’s hard to know when you’re truly “ready” to make a significant transition in your life. When it comes to retirement,...
Coping With Loss of Purpose in Retirement
When we speak with people nearing retirement, our team has found that one of the most common fears is that people are...
Tax Updates & Retirement Savings Contribution Limit Adjustments in 2022
Tax laws and contribution limits are constantly changing, so it’s essential to keep abreast of new developments each year. Understanding how new...
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.