News and Resources

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

  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

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?

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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

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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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