Jacob Charlwood, Financial Advisor

06/27/2025

There is a fake text message going around acting like Charles Schwab. The text asks you to click a link to verify info.

do NOT click the link!

02/07/2025

Happy Super Bowl weekend everyone! Who are we feeling this weekend?

02/07/2025

If you have accepted the "Fork in the Road" offer from the Federal Government, give us a shout we can help game plan your retirement options!

[email protected]
804-665-1544

01/02/2025

It's here! A new year. A new chance to go after your goals. If not now, when? If not you, who? May all the new adventures be yours this year. Cheers to 2025! . #2025

12/23/2024

Huge thank you to Holly and the Team at the Sunday Park Boat house, we had a great time at the Santa Brunch Looking forward to doing it again next year!!

12/12/2024

Newest member of the Charlwood clan is here! Meet baby Jonah Lee Charlwood! He was born Monday morning and he is a happy and healthy baby boy. Mom is doing great too!

Hope everyone has a wonderful holiday and a happy New Year!

12/05/2024

👵 Meet Naomi Whitehead - America's newest "super-centenarian" at 114 years young!

Her secret recipe for longevity? Three simple but powerful habits:
⭐ Work hard & stay active
She spent years working on farms, proving that staying physically active matters.
🌟 Build community
Her strong religious faith provided both purpose and connection.
✨ Make healthy choices: She never smoked or drank alcohol, embracing healthy habits early on.

Isn't it amazing how the simplest choices can have the biggest impact? At 114, Naomi says she'll "live as long as the Lord lets me." Now that's a perspective worth sharing! 💫


Source:

Naomi Whitehead, a 114-year-old Pennsylvania woman, is now believed to be the oldest living person in North America.

10/31/2024

Hoping everyone has a spooktacular Halloween! Monsters Inc. is ready for some candy!

09/19/2024

This month’s Your Money Matters newsletter contains helpful information about how putting off investment decisions can have unintended consequences, the importance of knowing the difference between emotional and strategic decisions,...

09/05/2024

Today is International Day of Charity.

Here is a link to a charity that means a lot to me.

https://donate.nationalmssociety.org/

The National MS Society's vision is a world free of MS. The Society mobilizes people and resources so that everyone affected by MS can live their best lives as we stop MS in its tracks, restore what has been lost and end MS forever.

08/26/2024

Happy National Dog Day!! Can't imagine living without a dog.

Here's my sweet Rose and I taking a nap.

08/21/2024

Isn’t it the worst when you wake up after you’ve hit the snooze button? Just a few more minutes! If your child is approaching college and you're behind on education savings, it can feel like hitting the snooze button too many times....