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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…

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”…

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.
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…

Wealth Advisor Dusty joined the Good Wealth Management team in April 2021. He brings considerable industry experience to our team: as a Regional Supervisory Principal, he most recently supervised over 130 Financial Advisors at LPL Financial; and as a Senior Branch Examiner, he audited over 400 LPL branch offices around the country. In those roles, Dusty was afforded the opportunity to travel the nation extensively listening to hundreds of advisors and teams’ perspectives regarding the client experience.
Dusty’s passion is helping individuals, families, and business owners to take complicated monetary decisions, and guide them through these seemingly tough decisions with an approach…

At a time when your career is reaching a peak and you are looking ahead to your own retirement, you may find yourself in the position of having to help your children with college expenses while at the same time looking after the needs of your aging parents. Squeezed in the middle, you've joined the ranks of the "sandwich generation." What challenges will you face? Your parents faced some of the same challenges that you may be facing now: adjusting to a new life as empty nesters and getting reacquainted with each other as a couple. However, life has grown even more…

Going through a divorce can be difficult, no matter the reason, because it represents loss. Not just the loss of a relationship, but also the loss of shared dreams and commitments. The process can turn your world ―and the world of everyone involved― upside down, but there are ways to help you chart a new course for your life. Understand that your feelings are normal. You may feel sad, angry, frustrated, or exhausted. Maybe, you are anxious about the future. Whether or not this is a new situation for you, these feelings may be intense. Accept that they are normal, and will…