Posts by Goepper Burkhardt

Goepper Burkhardt
11 posts
Bland Burhardt

Fall 2023: Retirement Wealth Management Course

  Courses, News
Please consider attending our upcoming course on Retirement Wealth Management in Greenville, SC at Furman University. In this course, we will discuss dozens of important retirement wealth management ideas. Investment ideas include ways to build low-cost, diversified portfolios that produce income and growth. Tax ideas include ways to reduce taxes on distributions from 401(k)s and…
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Bland Burhardt

Furman, Spring 2023: A Course on Retirement Wealth Management

  Courses, News
Please consider attending our upcoming course on Retirement Wealth Management in Greenville, SC at Furman University. In this course, we will discuss dozens of important retirement wealth management ideas. Investment ideas include ways to build low-cost, diversified portfolios that produce income and growth. Tax ideas include ways to reduce taxes on distributions from 401(k)s and…
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Dant Goepper

We are sad to announce the passing of Dant Goepper

  News
William “Dant” Goepper, age 76, passed away on November 28, 2022. He was originally from Dant, Kentucky and moved to Greenville, SC in 1969. He is survived by his beloved wife, Linda C. Goepper; three children: Lorry Goepper May, William Scott Goepper and Christopher Dant Goepper; seven grandchildren: Justin May, Alex May, Grace Goepper, Will…
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Bland Burhardt

Fall 2022: A Course on Retirement Wealth Management

  Courses, News
Please consider attending our upcoming course on Retirement Wealth Management in Greenville, SC at Furman University. In this course, we will discuss dozens of important retirement wealth management ideas. Investment ideas include ways to build low-cost, diversified portfolios that produce income and growth. Tax ideas include ways to reduce taxes on distributions from 401(k)s and…
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15 Year Anniversary Goepper Burkhardt

Fall 2021: A Course on Retirement Wealth Management

  Courses, News
Please consider attending our upcoming course on Retirement Wealth Management in Greenville, SC at Furman University. In this course, we will discuss dozens of important retirement wealth management ideas. Investment ideas include ways to build low-cost, diversified portfolios that produce income and growth. Tax ideas include ways to reduce taxes on distributions from 401(k)s and…
Read More
Spring 2021: A Course on Advanced Retirement Issues

Spring 2021: A Course on Advanced Retirement Issues

  Courses, News
Please consider attending our upcoming course on Advanced Retirement Issues in Spartanburg, SC at Wofford University. Click here to register. In this course, we will discuss dozens of important retirement wealth management ideas. Investment ideas include ways to build low-cost, diversified portfolios that produce income and growth. Tax ideas include ways to reduce taxes on…
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Education in Retirement

How To Continue Your Education In Retirement

  News
  education, retirement
According to the National Center for Education Statistics, in 2018, 7.6 million students attending colleges and universities were over the age of 25. This number goes to show the prevalence of non-traditional college paths. With so many people attending college later in life, why shouldn’t you take up a course or two in retirement? Continuing…
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tax planning blog

Tax Planning vs. Tax Preparation, What Is The Difference?

  News
  taxes
Welcome to tax time, where people scour each line of their return looking for potential savings and frantically rush to submit their forms to the IRS by April 15. When people think about doing their taxes, they often only think of tax preparation. But your tax strategy does not have to be limited to once…
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