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If You Die Without A Will, What Happens To Your Estate?

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We all have worries about the future that cross our minds occasionally. Have you ever thought about what may happen in the future with your finances if you haven’t gotten your affairs in order? While it can feel far off or daunting to think about creating a will, it’s a valuable document for you and…
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Who Should You Choose as the Executor of Your Estate?

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With heaps of confusing paperwork, fine print, and intense emotions surrounding the will-writing process, it’s no surprise that 67% of Americans don’t have an estate plan.  However, putting off these vital estate decisions can cause severe problems in the long run, both for you and your loved ones.  Your estate consists of everything you own:…
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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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What Does It Mean to “Pre-Fund” Long-Term Care Costs?

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Unexpected long-term care needs can be financially, physically, and emotionally draining.  70% of people aged 65 and older will need some type of long-term care during their lifetime. Are you prepared?  Don’t let yourself or your loved ones be placed at risk by abrupt health needs. Planning for these care costs in advance can save…
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What Is Low-Cost Investing and Why It’s Important to Your Portfolio

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Low-cost investing can be a great way to diversify and strengthen your portfolio, but it’s wise to understand the basics before you get started. What Makes a Good Portfolio?  Portfolios will vary greatly from person to person, depending on your financial and investment goals. If your portfolio provides the returns you expect at a level…
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The Psychology of Retirement

The Psychology of Retirement

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Last updated January 2023. When we talk about retirement, we often talk about it in terms of saving. That’s not a bad thing, especially considering that most of our working lives we dedicate a significant amount of money to saving for retirement.  But one of the most overlooked factors of retirement is the psychology of…
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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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Everything You Need To Know About RMDs

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Most retirement planning focuses on putting money into your account, but at some point, you will need to take that money out. Distributions are an important part of your retirement income strategy, and understanding how to make them work best for you will help you optimize your financial playbook.  One type of distribution you will…
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