Blog
Learn how we approach personal finance through our library of free articles.
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What Financial Advice Would You Give Your Younger Self?
Mar 11, 2020 |
2 Minute ReadWhat Financial Advice Would You Give Your Younger Self? There are 4 lessons that we could have all benefited from hearing. We hit the streets of downtown Harrisonburg, Virginia to see what advice Baby Boomers wish they could have heard when they were younger and what they would do differently with their money. Start saving early Pay yourself first Save as much as you can Avoid using credit cards To find out more tips on what financial advice people wish they knew when they were younger, watch the video below! 1. Start Saving Early Out of all of the advice received, this piece of advice…
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Dan Uribe Recognized as a Top Financial Advisor by LPL Financial – 2019
Apr 13, 2019 |
2 Minute ReadFor immediate release Contact: Shelby Lopez 703-879-7910 info@goodwm.com Dan Uribe Recognized as a Top Financial Advisor by LPL Financial Fairfax, Virginia – March 15, 2019 – Daniel Uribe, an independent financial advisor affiliated with LPL Financial at Good Wealth Management in Fairfax, VA and Harrisonburg, VA, announced today his inclusion in LPL’s Patriot’s Club. This premier award is presented to less than 8% of the firm's more than 16,000 LPL financial advisors nationwide. “I congratulate Dan on behalf of LPL,” said Andy Kalbaugh, LPL managing director and divisional president, National Sales and Consulting. “We applaud his dedication to clients and his ability to nurture trusted relationships with…
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I’m getting remarried. How will this affect my Social Security benefits?
Mar 27, 2019 |
1 Minute ReadGetting remarried can bring up many questions about how your new marital status will affect your Social Security benefits. If you're receiving benefits based on your own work record, your benefits will continue. If you're receiving spousal benefits based on your former spouse's work record, those benefits will generally end upon your getting remarried, but you may be able to receive benefits based on your new spouse's work record, or on your own. If you're a widow(er) under age 60, or you're disabled but under 50, remarriage ends any benefits based on the record of your deceased spouse. However, if you…
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Free Portfolio Risk Analysis
Feb 24, 2019 |
0 Minute ReadWhat’s YOUR speed limit? - Does your portfolio fit you? Your risk number is like a speed limit. While you may feel comfortable driving 65 MPH under normal conditions, other drivers wouldn’t dare to reach 50 MPH. And when the weather changes, you drive slower. Just as weather conditions fluctuate, so do the markets. So what’s YOUR speed limit? Let’s find out in 3 easy steps! Your risk number will indicate to you what your “comfort zone” really is as a driver (or investor). You may find that you are driving over your personal speed limit, or that you should slightly increase the…
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2017 Best Financial Planning Firm – Virginia Living Magazine
Dec 07, 2018 |
0 Minute Read2017 Virginia’s Best Financial Planning Firm Virginia’s Best Financial Planning Firm. Thank you to the readers of Virginia Living magazine for nominating Good Wealth Management as one of the 2017 “Best of Virginia,” in the category of Best Financial Planning firms. We are honored to have earned a coveted spot on the list.
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As a firm that serves clients in 20+ states from our offices in Harrisonburg and Fairfax, 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… -
Caring for Aging Parents
Oct 13, 2018 |
2 Minute ReadMany baby boomers find that their aging parents need health care assistance. Luckily, there are options to help parents grow old gracefully, either in their own home or in a facility, and several ways that you can finance the cost of their care.
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Caring for Aging Parents | Sandwich Generation | Financial Planning | Good Wealth Management Healthy seniors who can look after themselves generally are eligible to enter a continuing-care retirement community that allows them to buy or rent an apartment and ensures lifetime nursing care when necessary. Another option is private long-term care insurance, which can help cover nursing…