The Money Conversation(s) Every Charlottesville Couple Should Have Before Year-End
Money is challenging for even the most communicative couples to discuss. Conversations about family, goals, debts, savings, investments, protection, financial boundaries, and estate planning are not always easy or pleasant, but they are necessary. For couples in the...
How to Triumph Over the Financial Challenges Wealthy Women in Charlottesville Face
Women in Charlottesville, even affluent ones, face distinct, often underestimated financial challenges, primarily driven by longer life expectancies, late-in-life transitions, and care giving complications. Navigating widowhood, managing dynastic wealth, and avoiding...
How Women in Charlottesville Can Get the Financial Support They Need
https://chaseinv.com/wp-content/uploads/2026/07/Chase-Investment-Counsel.mp4 Check out our latest video. Two friends from Charlottesville discuss the benefits of women better understanding their family finances and how to gain the knowledge to make smart...
Planning for Widowhood in Charlottesville
Many of you have heard the phrase “the great wealth transfer” and wondered what it meant. Many assume that it means that the wealth accumulated by “Baby Boomer’s” in their working years will be passed along to their children over the next decade or so. It does. But...