News

Personal Property and Digital Assets: The Dark Horses of Your Estate Plan

  News
  digital assets, estate plans, personal property
Many people associate estate plans with trusts, IRAs, paperwork, and lawyer’s offices.  But there are two critical areas of your estate plan that carry just as much weight:  Personal property, and  Digital assets.  While sometimes overlooked, it’s essential to account for these two valuable assets to complete your estate plan. How can you make these…
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3 Easy Ways Retirees Can Benefit From a Roth Conversion

  News
  Roth conversion
In retirement, tax planning is one of the most crucial conversations. Minimizing your lifetime taxable income can better insulate your nest egg and give you more control over your spending throughout your golden years. If you want to increase your Roth dollars in retirement, consider a Roth Conversion.  What’s a Roth Conversion? Roth conversions allow…
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ETF or Mutual Fund: Is One Better Than The Other?

  News
  EFT, Mutual Funds
The world of securities goes far beyond stocks and bonds—there are several different variants within those broad categories. Two other popular investment vehicles are Exchange Traded Funds, more commonly known as ETFs, and mutual funds. Many people invest in both ETFs and mutual funds as part of a balanced investment portfolio. So what’s the difference…
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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…
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5 Simple Ways Retirees Can Invest Better Today

  News
  goal setting, Retirement Planning, Tax Planning
Properly managing your investments in retirement is crucial for ensuring your overall financial health. Managing retirement investments can help you to preserve your assets, minimize your tax burden, ensure that you have enough income to cover retirement expenses, and preserve your wealth for future generations.  Managing your retirement investments also means taking your retirement goals…
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What’s Probate and Why Would You Want to Avoid It?

  News
  estate planning, probate
When it comes to estate planning, every detail matters.  Each estate plan is full of nuances that can have an immense impact on your family and loved ones. Probate essentially authenticates your will and ensures that everything goes to the right people. In many cases, it’s possible to avoid probate by introducing the right estate…
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How To Estimate Your Tax Bill In Retirement

  News
  Retirement Planning, taxes
Everything changes in retirement—including how you pay taxes. Many new retirees are surprised by how high their tax bill can be. To avoid any unwelcome surprises come tax time, proactive tax planning is a critical component of retirement planning. Luckily, it’s possible to accurately estimate your tax bill beforehand, making it easier to plan accordingly.…
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