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
Getting a Head Start on College Savings
A few strategies that may help you prepare for the cost of higher education.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Making Your Tax Bracket Work
Have you explored all of your choices when it comes to managing your taxable income?
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
How to help determine life insurance needs to provide for your family after you pass away.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
The Economic Report of the President can help identify the forces driving—or dragging—the economy.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the potential capital gains taxes due on your transactions.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Use this calculator to estimate your income tax liability, along with average and marginal tax rates.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
Why are 401(k) plans, annuities, and IRAs so popular?
When do you need a will? The answer is easy: right now.
Recent changes in estate tax laws could affect the strategy you have in place.
The decision whether to buy or rent a home may have long-term implications.
Three things to consider before dipping into retirement savings to pay for college.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.