What Is Low-Cost Investing and Why It’s Important to Your Portfolio
Low-cost investing can be a great way to diversify and strengthen your portfolio, but it’s wise to understand the basics before you...
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.
Last updated January 2023. When we talk about retirement, we often talk about it in terms of saving. That’s not a bad thing,...
Why Purpose Is The Secret Ingredient For A Wonderful Retirement (And How To Find It)
Did you know that 31% of retirees struggle with a lack of purpose? Purpose is the inner excitement that lights you up, affecting...
We are sad to announce the passing of Dant Goepper
William “Dant” Goepper, age 76, passed away on November 28, 2022. He was originally from Dant, Kentucky and moved to Greenville, SC...
Everything You Need To Know About RMDs
Most retirement planning focuses on putting money into your account, but at some point, you will need to take that money out....
How To Protect Yourself Against Scammers In Retirement
Scammers steal more than $3 billion from retirees each year. The median retirement savings for all workers is $97,000, according to Annuity. That’s...
7 Unexpected Things Original Medicare Doesn’t Cover (and How To Plan)
Medicare open enrollment is from October 15th to December 7th. So if you need to make any changes to your coverage, now...
3 Smart Ways Retirees Can Avoid the Gift Tax
‘Tis the season for giving! Being generous with your wealth is an impactful way to support what matters most. But you don’t want...
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...
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...
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.