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A Course on Retirement Wealth Management
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
The Challenges of Retirement Longevity Risk
Planning for a journey of unknown duration Q – We’re considering the financial impact of using some of our retirement resources now, while we are
3 Ways to Reduce IRA Required Minimum Distributions
“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
Sequence-Of-Return Risk
“My husband and I plan to retire in a few months. We are worried that the stock market will correct just when we start taking
Understand the Complex Medicare Rules & Regulations
“My wife and I pay over $10,000 a year in Medicare Part B premiums while my neighbors only pay about $3,200 a year. What gives?”
Advanced Care Planning
“My daughter said that my wife and I need to do some advance care planning. What is she talking about?” Advance Care Planning is the
The 4% Rule Of Thumb For Retirement Spending
“In retirement, we want to be fairly certain that our investments will last as long as we do. With that in mind, how much can
Beyond Finances: Adjusting to Life in Retirement
“Financially speaking, we think we are going to be OK in retirement. However, we are a little worried about adjusting to our new life.” The
Social Security Mistakes
“Social Security income will be important to us in retirement. Therefore, we can’t afford to make any Social Security income mistakes.” Social Security income is
Announcing Our New Website
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
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