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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… -
The Sandwich Generation: Juggling Family Responsibilities
Apr 30, 2021 |
5 Minute ReadAt 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…
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