News and Resources

Retirement Budgeting

The 4% Rule Of Thumb For Retirement Spending

  Resources
“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 we safely withdraw from our investments?” Over the past 30 years, most retirement planners have answered this question by explaining the “4% rule of thumb”. The 4% rule of thumb…
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Money for Retirement

Beyond Finances: Adjusting to Life in Retirement

  Resources
“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 first questions that most people ask about their retirement have to do with money. For example, someone may ask “how much money will I need in retirement in order to…
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Social Security Mistakes

Social Security Mistakes

  Resources
“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 often an important part of retiree’s cash flow. Unfortunately, many retirees commonly make Social Security income planning mistakes which reduces their Social Security income. Here are the six Social Security…
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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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