How (and Why) To Minimize Debt In Retirement
Debt plagues many Americans, and retirees aren’t immune. NerdWallet’s annual analysis discovered that the average debt per household in the US climbed...
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.
How To Find The Right Part D Plan For You
It’s no secret that prescription drugs are expensive and that the United States incurs some of the largest pharmaceutical spending in the...
Is A Medicare Advantage Plan Right For You?
Original Medicare won’t cover all of your medical expenses. AARP estimates that nearly 90% of beneficiaries enroll in some type of supplemental...
What Do You Need To Know About Medicare?
Healthcare planning is among the most vital aspects of a well-rounded retirement plan. With current retirees expecting to spend upwards of $295,000...
Here’s What You Need To Know About Roth Conversions
For retirement, specifically, individual retirement accounts (IRAs) are a widely popular savings vehicle. Roth IRAs, in particular, are excellent accounts to help...
5 Simple Things That Will Make Or Break Your Estate Plan
Estate planning has seen a resurgence since the beginning of the pandemic. Alterations to laws now accommodate virtual updates to wills, trusts,...
How Do Survivor Social Security Benefits Work?
Social Security is a robust system that provides aid to disabled workers, minor children, and surviving spouses/dependents. In fact, according to AARP,...
Can You Work And Still Collect Social Security Benefits?
The number of people working into their 70s and even 80s has been steadily rising over the years. While some of that...
What You Need To Know About Long-Term Care Insurance
Long-term care is an emotional topic. It can be difficult to think about yourself or a loved one in a state of...
How To Effectively Balance Financial Priorities, The “Sandwich Generation”
Caring for another person requires a great deal of emotional and financial currency. Those included in the “sandwich generation” know this all...
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.