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 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
Changing Unhealthy Behaviors
Five phases to changing unhealthy behaviors.
To Catch a Thief
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
90% of small businesses in the U.S. don't protect their data from cyber attacks. Is your business at risk?
Even if you’re young and single, you should still consider protecting yourself.
Purchasing homeowners insurance is critical for protecting your home.
Dropping off your son or daughter is loaded with emotions; here are a few tips for a smoother experience.
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
This calculator compares the financial impact of leasing versus buying an automobile.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Assess how many days you'll work to pay your federal tax liability.
This questionnaire will help determine your tolerance for investment risk.
Learn more about taxes, tax-favored investing, and tax strategies.
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here is a quick history of the Federal Reserve and an overview of what it does.
What is your plan for health care during retirement?
Taking your Social Security benefits at the right time may help maximize your benefit.
Why are 401(k) plans, annuities, and IRAs so popular?
What are your options for investing in emerging markets?
How will you weather the ups and downs of the business cycle?