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Ready for Retirement? Estate Management 101 The Cycle of Investing Do You Feel Lucky?

Welcome to CoastHills Wealth Management

"Seeking Wealth Preservation and Financial Security"

CoastHills Wealth Management began offering financial planning, investment and education services to members of CoastHills Federal Credit Union and the surrounding communities in 1989. The purpose (was then) and is (now) simple: Making a Difference in Our Neighbor's Lives. We do this by helping our members maximize their financial resources through full service investment accounts, professional advisory programs, personal financial planning and education. In short, we help individuals, community leaders and business owners identify their financial needs and offer solutions that will work toward improving their lives.

INTEGRITY • OBJECTIVITY • EXCELLENCE

 

Helpful Content

The Cycle of Investing

The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Putting a Price Tag On Your Health

Putting a Price Tag On Your Health

Being healthy not only makes you feel good, it may also help you financially.

 

What to Look for in a Long-Term-Care Policy

Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.

9 Facts About Social Security

There are things about Social Security that might surprise you.

A Bucket Plan to Go with Your Bucket List

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

A Cheat Sheet for Sending Your Kid to College

Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.

Tips to Prevent the #1 Cause of Marital Rift

Couples may be able to head off many of the problems in a marriage that money can cause.

Critical Estate Documents

Sound estate management includes creating financial and healthcare documents. Here's an inside look.

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Comparing Investments

Estimate the potential capital gains taxes due on your transactions.

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Doubling Your Money

This calculator demonstrates the power of compound interest.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Interested in a Fuel Efficient Car?

Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.

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An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Facts About Income Tax

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Rightsizing for Retirement

What does your home really cost?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

Ready for Retirement?

Are you ready for retirement? Here are five words you should consider.

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

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