News and Resources

Sequence-of-Return Risk

Sequence-Of-Return Risk

  Resources
“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 money out of our accounts. Are we just being worry warts? Not at all. What you are worried about is called the “sequence-of-return risk” and it is a real problem…
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Medicare Rules Explained

Understand the Complex Medicare Rules & Regulations

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“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?” By way of background, Medicare is the federal health insurance program for people who are age 65 or older. For most Medicare enrollees, the federal government pays 100% of the…
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Advanced Care Planning Greenville SC

Advanced Care Planning

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“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 process of making decisions about the care you want to receive should you become incapacitated and be unable to make your own decisions. Advance Care Planning normally includes: Making decisions…
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Retirement Budgeting

The 4% Rule Of Thumb For Retirement Spending

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“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

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“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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