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.
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...
5 Simple Ways Retirees Can Invest Better Today
Properly managing your investments in retirement is crucial for ensuring your overall financial health. Managing retirement investments can help you to preserve...
What’s Probate and Why Would You Want to Avoid It?
When it comes to estate planning, every detail matters. Each estate plan is full of nuances that can have an immense impact on...
How To Estimate Your Tax Bill In Retirement
Everything changes in retirement—including how you pay taxes. Many new retirees are surprised by how high their tax bill can be. To...
4 Reasons Your Retirement Plan Benefits From A Fee-Only Advisor
A fee-only advisor can help you manage your assets and plan for retirement. While no individual or firm is free of bias,...
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.