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
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
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.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
There are ways to improve your physical fitness without denting your fiscal fitness.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
As our nation ages, many Americans are turning their attention to caring for aging parents.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Use this calculator to compare the future value of investments with different tax consequences.
Estimate how much income may be needed at retirement to maintain your standard of living.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimates your income tax liability along with average and marginal tax rates.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
There are a number of ways to withdraw money from a qualified retirement plan.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Here are five facts about Social Security that might surprise you.
If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.
What are your options for investing in emerging markets?
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.
Learn how to harness the power of compound interest for your investments.
Three things to consider before dipping into retirement savings to pay for college.