For many people in Charlottesville, an estate plan can seem unnecessary, until you actually need one. Things may seem completely in control until something unexpected happens and you don’t have a documented plan to manage through it. Many people, including wealthy...
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...
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...
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...
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...
You may think you are doing your spouse a favor by exclusively handling your family’s finances and investments. However, you could be doing her a very significant disservice by not including her, even if she isn’t interested in savings, credit, insurance, and...
