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
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Financial Strategies in a Post-DOMA World
The Supreme Court’s declaring DOMA unconstitutional may require some same-sex couples to reconsider their financial strategy
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Ascertaining the value of your business is important for a variety of reasons.
Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their futures to chance.
Couples may be able to head off many of the problems in a marriage that money can cause.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much income may be needed at retirement to maintain your standard of living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
Principles that can help create a portfolio designed to pursue investment goals.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Understanding the cycle of investing may help you avoid easy pitfalls.
There’s an alarming difference between perception and reality for current and future retirees.
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.
The question used to be how low can interest rates go. Now it's how long can rates remain at their historic low levels?
Women are great at multi-tasking. But many drop the ball when preparing for retirement.