Goodwin & Smith Financial Services

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Goodwin & Smith Financial Services Dan Goodwin ChFC, ChSNC, CLU, CDFA. Financial Services for Individuals and businesses.

www.gsfinsvcs.com
For almost 20 years Dan as been helping clients with Retirement Planning, Insurance Planning, Social Security Planning Divorce Planning, Special Needs Planning.

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or le...
10/18/2026

Life evolves constantly, and your legacy approach should too. Marriage, divorce, welcoming a child, health shifts, or legislative changes are all good reasons to revisit whether your current approach still matches your goals.

Review your legacy approach regularly, particularly following significant life events or legislative updates.

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by th...
10/17/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sens...
10/16/2026

Is buying always better than renting? Not necessarily. Run the numbers on both sides to see which option makes more sense for your situation and timeline.

Compare the long-term financial outcomes of renting versus buying a home.

10/14/2026

Estimate the total amount you may need saved to support your desired retirement lifestyle.

Read the latest issue of Retire Wise here:
10/14/2026

Read the latest issue of Retire Wise here:

October marks Cybersecurity Awareness Month, and for retirees and near-retirees, that awareness matters more than most people realize. Scammers increasingly…

10/13/2026

Your debt-to-income ratio is one of the key numbers lenders look at. Find out where you stand and what it might mean for major financial decisions.

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expecte...
10/12/2026

Inflation is back in the spotlight as the Fed prepares for its next meeting. This week's CPI and PPI reports are expected to tell two different stories: higher headline inflation driven by rising energy prices, but potentially softer core inflation beneath the surface.
Join CIO Gene Goldman on this week's episode of as he breaks down what the latest inflation data could mean for Fed policy, interest rates, and the path forward for markets.

“Cetera Financial Group” refers to the network of independent retail firms encompassing, among others, Cetera Advisors LLC, Cetera Advisor Networks LLC, Cetera Investment Services LLC (marketed as Cetera Financial Institutions or Cetera Investors), and Cetera Financial Specialists LLC. All firms...

10/12/2026

Discover the YOLO Economy and why Millennials are prioritizing experiences over material things in this thought-provoking article.

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.
10/11/2026

Updated your estate strategy for a second marriage? You may not be caring for dependents from your previous one.

Second marriages are a trigger event to revisit any existing estate strategies.

A home is the single largest financial commitment for most people. What mortgage fits you best?
10/10/2026

A home is the single largest financial commitment for most people. What mortgage fits you best?

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Address

180 Chatham Heights Road
Fredericksburg, VA
22405

Opening Hours

Monday 8am - 4pm
Tuesday 9am - 5pm
Wednesday 9am - 5pm
Thursday 9am - 5pm
Friday 9am - 5pm

Telephone

+15406046316

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