Author
Dan Uribe
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Tips to Help You Retire Early
Nov 04, 2021 |
3 Minute ReadRetiring 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…
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About Dusty Dean, CFP®
Apr 30, 2021 |
1 Minute ReadWealth 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.
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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… -
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… -
Where Are the Women in the World of Finance?
Dec 07, 2017 |
4 Minute ReadBy Andrea Mingels and Daniel Uribe
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It is known that women can do it all … women are college graduates, wives, mothers, CEOs, Presidential Runner-Ups, etc. There is nothing that a woman cannot do, except, maybe in today’s male-dominate world of finance. According to Investopedia, “Studies conducted by the Harvard Business School paint a grim picture: among senior roles in venture capital and private equity, women held just 9% and 6% of the positions” (“Why Are So Few Women in Finance?”, 2018). This means that over 90% of all senior roles belong to men. It’s 2018, where are the women in… -
Basic Financial Tips for Widows
Dec 07, 2015 |
4 Minute ReadLet’s discuss the unthinkable… you seem to have it all, a beautiful house, three healthy children, a financially stable life, and a loving devoted partner, but what happens when the unthinkable scenario of suddenly becoming a widow turns into a reality? Your world is turned upside down almost instantly. You are now a widowed mother of three with expenses that you just cannot afford on your own. According to the New York Times, “the household income for widows typically declines 37 percent after a spouse dies” (“New Widows Have Another Concern: Their Finances”, 2015). The sudden drop in household income…
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What is an ETF?
Dec 07, 2015 |
6 Minute ReadAn Exchange Traded Fund (ETF) is an investment vehicle designed to track a particular index by offering ownership in a basket of securities that replicate that index, such as the S&P 500 or the Dow Jones Industrial Average. ETFs trade like stocks on major exchanges and offer several benefits such as lower expense ratios, trading flexibility and tax efficiency.
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Variety of Objectives Offered Using ETFs
ETFs were first introduced in 1993, tracking the S&P 500. At that time there were only a few ETFs with about $500 million in assets. Now there are more than 700 ETFs available, with assets totaling more…