Coastal Virginia Wealth Group

06/22/2026

Do you have intellectual property? Have you incorporated it into your estate strategy? Read more about how you might incorporate your IP into your estate strategy in this detailed article.

Do you have intellectual property? Consider how you might include your IP into your estate strategy in this detailed article.

06/19/2026

Celebrating recent birthdays for two of our Coastal Virginia members, Jeff Calhoun and our new intern Aidan Reid.

06/15/2026

What should you look for in a personal finance app?

06/08/2026

Do you have a will? Is it updated?

When do you need a will? The answer is easy: Right Now.

06/01/2026

Here are a few key factors to consider when naming an executor for your estate.

The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.

05/25/2026

The key to healthcare in retirement might be a patchwork of different choices.

What is your plan for health care during retirement?

05/18/2026

There are billions in unclaimed dollars in the US. Is some of that yours?

Here’s a quick guide to checking to see if you have unclaimed money.

05/11/2026

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

How long does a $20 bill last?

05/04/2026

Marriage changes your financial life. This piece includes keys to preparing to grow wealthy together.

Keys to preparing to grow wealthy together.

04/27/2026

What a fantastic time at our Coastal Virginia Wealth Group – Chesapeake Seafood Boil Team Builder at the Riverview Centre right here in Chesapeake! 🦀🦐

Great food, great conversation, and even better people. Taking time to build relationships, laugh together, and truly bond as a team strengthens how we work together every day. That unity and collaboration ultimately translate into better service, clearer communication, and stronger outcomes for our clients.

Grateful for this amazing team and the culture we continue to build together.