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Setting New Goals as a Retiree

Setting New Goals as a Retiree

  News
  financial planning, goals, retirement
Entering retirement can be a daunting time. If you’re like the majority of Americans, you’ve spent your entire life up until this point working toward a set of goals that revolved around your career. You’ve worked for promotions, bonuses, and pay increases. You’ve scheduled your family time around your work calendar, and your days have…
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Olli Retirement Management Courses

A Course on Retirement Wealth Management

  Courses, News
You may wish to attend our upcoming course on Retirement Wealth Management. Course Description: In this course we will discuss investment planning, tax planning, and estate planning ideas that retirees can use to improve their financial well-being. Investment planning ideas include ways to build low-cost, diversified portfolios that produce income and growth. Tax planning ideas…
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3 Ways to Reduce IRA Required Minimum Distributions

3 Ways to Reduce IRA Required Minimum Distributions

  News
“Although I am over 70, I am still working. My company’s CPA just told me that this year I will have to take money out of both my company 401-k plan and my personal IRA. I don’t want to do that since it will increase my income tax liability. Is she right? She could be…
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Retirement Planner Downtown Greenville SC

Announcing Our New Website

  News
As a fiduciary, we at Goepper Burkhardt are required to put your needs above our own. We do not sell financial products. We do not earn commissions. What we do earn, year after year, is your trust by creating sound financial plans and by becoming a resource for your questions and concerns. As part of our…
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