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Advisor
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2nd Annual SCHOLARSHIP COMPETITION – 2025
May 09, 2025 |
2 Minute ReadGOOD WEALTH MANAGEMENT
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2nd ANNUAL SCHOLARSHIP COMPETITION
FOR ROCKINGHAM COUNTY AND HARRISONBURG CITY HIGH SCHOOL STUDENTS (CLASS OF 2025) Title: Investing in Tomorrow: The Importance of Financial Literacy OVERVIEW: Calling all high school seniors (Class of 2025) with a passion for financial education! Our scholarship competition invites you to delve into the world of finance and explore the crucial role of financial literacy in high school education. As you embark in the next chapter of your life, we invite you to apply for a $1,000 scholarship where you'll have the opportunity to showcase your insights, critical thinking skills, and creativity through a… -
2022 VIRGINIA’S BEST FINANCIAL PLANNING FIRM
Jul 07, 2022 |
1 Minute ReadThank 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.
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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… -
DANIEL URIBE HONORED AS ONE OF LPL FINANCIAL’S TOP FINANCIAL ADVISORS
May 27, 2022 |
2 Minute ReadFOR IMMEDIATE RELEASE
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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… -
Women: Moving Forward Financially after the Loss of a Spouse
Sep 02, 2021 |
7 Minute ReadThe 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…
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May 29 is 529 Day
May 28, 2021 |
2 Minute Read529 - 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”…
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2021 Virginia’s Best Financial Planning Firm
May 21, 2021 |
1 Minute ReadThank 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.
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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…