Jacob Charlwood, Financial Advisor

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!

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

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

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

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!!

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!

👵 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:

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

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

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,...

September 2024: Your Money Matters

Today is International Day of Charity.

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

https://donate.nationalmssociety.org/

I'm supporting the National MS Society! 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.