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Weekly Market Commentary
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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… -
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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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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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… -
Mid-Life Investing — Making the Most of Your Asset-Building Years
Apr 27, 2018 |
2 Minute ReadAs you move through your peak earning years, you'll probably see your net worth steadily rise. At the same time, you'll still have some work to do before you realize your financial goals. That's why it's important to have a solid plan in place. Here are some steps to help keep your portfolio on track.
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Organize your portfolio. Asset allocation is a straightforward and effective strategy whereby you divide your portfolio among the major asset classes of equities, fixed-income securities, and cash equivalents. The division should be based on your goals, your tolerance for risk and your time horizons. Generally speaking,… -
About Daniel O. Uribe
Jun 28, 2015 |
1 Minute ReadWealth Advisor | Managing Partner Mr. Daniel Uribe joined LPL Financial in 2007. He enjoys working with clients in more than 23 states. For years, he has been recognized as a top financial advisor at LPL Financial and named to LPL’s Patriot’s Club (Patriot's Club is a premier honor awarded to less than 8% of LPL’s approximately 19,000 advisors nationwide, and is based on the advisor’s annual production ranked among all registered advisors supported by LPL).
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Prior to joining the firm, Mr. Uribe spent many years acquiring broad-based, analytical, management and financial experience working in sectors as diverse as Government, a Washington…