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...
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.
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...
5 Of The Best Ways Retirees Can Take Control Of Their Money
Having your finances in order and being proactive about your financial wellness is one of the best ways to cultivate peace of...
What’s The Key To A Fulfilling Retirement? Here’s A Hint: It’s Not Money
Retirement is often a time when a lot of your personal goals come into focus. While it’s important to have the financial...
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...
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...
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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LET US HELP YOU PLAN
We have developed expertise in the three integrated disciplines that are necessary to achieve retirement financial success.