Fall 2021: 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...
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.
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...
ETF or Mutual Fund: Is One Better Than The Other?
The world of securities goes far beyond stocks and bonds—there are several different variants within those broad categories. Two other popular investment...
What Insurance Do You Need As A Retiree? (And The Policies You Can Drop)
Risk management is an essential component of your retirement plan. In retirement, you want to properly protect the assets that you’ve worked...
What’s an Annuity and Does it Fit Into Your Retirement Plan?
Cash flow planning is often a significant challenge for many families throughout their careers and into retirement, and many retirees are understandably...
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.