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Jul 07, 2022 |
1 Minute Read
Thank you to the readers of Virginia Living magazine for again voting Good Wealth Management as the Best Financial Planning firms in their most recent “Best of Virginia 2022”. We are honored to have earned a coveted spot on the list for the sixth year in a row.Read More
As a firm that serves clients in 20+ states from our office in Harrisonburg, Virginia we extend a heartfelt thank you to our clients, our friends, families, and everyone who has supported us over the years. It is a privilege to serve you. Our main priority is serving our clients with individualized financial…
May 27, 2022 |
2 Minute Read
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DANIEL URIBE HONORED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS — May 23, 2022 — Daniel Uribe, an independent LPL Financial advisor at Good Wealth Management in Harrisonburg today announced his inclusion in LPL’s Patriot’s Club. This elite award is presented to less than 7% of the firm’s more than 19,000 financial advisors nationwide*.
“I congratulate Dan on behalf of LPL,” said Angela Xavier, LPL executive vice president, Independent Advisor Services. “We are inspired by his dedication to clients and strong commitment to helping them work toward their financial goals. It is an honor to support Dan with…
Nov 04, 2021 |
3 Minute Read
Retiring early may seem like a far-fetched dream for many, but it’s not – if you know what tips to follow. More Americans retire early than one may think. According to New Retirement, “About half of Americans retire early – between 61 and 65. (that’s a full five to six years before full retirement age as defined by the Social Security Administration), and 18% of Americans retire even earlier than that” (“Want to Retire Early? Here Are 8 Tips to Make it Happen ASAP”, 2017). Wouldn’t it be nice to be part of that 18%? If you want to retire…Read More
Sep 02, 2021 |
7 Minute Read
The loss of a spouse can be a devastating, life-changing event. Due to longer life expectancies, women are more likely to face this situation. According to the U.S. Census Bureau, 40% of women age 65 and older are widows compared to 13% of men, and it might surprise you to know that approximately 34% of widows are under age 65. Becoming a widow at any age can be one of the most difficult challenges a woman must face. Not only is there the emotional loss of a husband, but also the task of handling everything--including all the finances--without the help of…Read More
May 28, 2021 |
2 Minute Read
529 - A Holiday for… College Savings? Happy 529 Day! Happy National 529 College Savings Plan Day! Yes, there truly is a holiday for everything now… even college savings. But what exactly is a 529 College Savings Plan and why does it deserve a day of recognition? A 529 plan is a savings plan that is designed to help families save for future college expenses.** According to the U.S. Securities and Exchange Commission, “There are two types of 529 plans: prepaid tuition plans and college savings plans. All fifty states and the District of Columbia sponsor at least one type of 529 plan”…Read More
May 21, 2021 |
1 Minute Read
Thank you to the readers of Virginia Living magazine for nominating Good Wealth Management as one of the 2021 “Best of Virginia,” in the category of Best Financial Planning firms. We are honored to have earned a coveted spot on the list for the fifth year in a row.Read More
As a firm that serves clients in 20+ states from our offices in Harrisonburg, we extend a heartfelt thank you to our clients, our friends, families and everyone who has supported us over the years. It is a privilege to serve you. Our main priority is upholding the standard of care we…
Investment advice offered through Private Advisor Group, a Registered Investment Advisor. Good Wealth Management and Private Advisor Group are separate entities from LPL Financial.
Securities Offered Through LPL Financial Member FINRA / SIPC.
LPL Financial Representatives offer access to Trust Services through The Private Trust Company N.A., an affiliate of LPL Financial.
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