News and Resources

Your Medicare Open Enrollment Checklist

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Medicare is one of the best ways for people to receive healthcare coverage in retirement.  Medicare is typically divided into several different parts, including:  Part A and B, known as Original Medicare Part D, which helps cover prescription drugs Part C, also known as Medicare Advantage, which is a private insurance option that offers Medicare…
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What is Total Return Investing?

For retirees who depend on their investments for income, this question is becoming increasingly important: What’s the best strategy for getting the most out of my investments? One strategy to consider is total return investing.  Total return investing is a holistic investment approach that takes into account both yield and asset appreciation. With total return…
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What’s A Bond Ladder (And Can It Mitigate Risk?)

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Today, we’ll explore bond ladders: what they are, how they work, and the many ways they could help safeguard your retirement income plan.  Building A Bond Ladder Investors build bond ladders to accomplish two primary goals: Generate income Mitigate ongoing risk Building a bond ladder can be a dynamic strategy for creating a solid cash-flow…
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Personal Property and Digital Assets: The Dark Horses of Your Estate Plan

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

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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?

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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

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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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