Coastal Virginia Wealth Group

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.

04/27/2026

C&R Research reports that the average American spends \$219 on subscriptions. Many find themselves with an unclear idea how much they are spending on their services, in many cases underestimating the amounts by upwards of \$100 per month.

A look as how autopay subscriptions can be a drain on your finances, especially when forgotten.

04/21/2026

Coastal Virginia Wealth Group - Chesapeake has been voted as a winner in the 2026 CoVaBIZ Best of Business Awards! We are excited and honored to be recognized as the Best Wealth Management/Financial Planning Company in Chesapeake.

04/20/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

04/13/2026

For a small business, the loss of a key person could cause financial hardship.

Business owners may be able to protect themselves from the financial consequences of losing a key employee.