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
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Your DNA Test
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Being healthy not only makes you feel good, it may also help you financially.
Knowing your options when a CD matures can help you make a sound investment decision.
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
It's important to understand how inflation is reported and how it can affect investments.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
A letter of instruction provides additional and more personal information regarding your estate.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how much you have the potential to earn during your working years.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Enter various payment options and determine how long it may take to pay off a credit card.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some key concepts to understand when investing for retirement
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Have you found yourself suddenly single? Here are 3 steps to take right now.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Do you know these three personal finance sayings?
Pundits say a lot of things about the markets. Let's see if you can keep up.