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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

Helpful Content

Bursting the Bubble

Bursting the Bubble

Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?

An Arm and a Leg

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

The Power of Tax-Deferred Growth

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

 

What’s Your Investment IQ?

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

Women and Financial Strategies

Most women don’t shy away from the day-to-day financial decisions, but some may be leaving their future to chance.

Best Vacations: By Car, By Ship, By Foot, Once in a Lifetime

Four vacation destinations you might never have thought of.

Do You Owe The AMT?

If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.

A Brief History of Estate Taxes

Federal estate taxes have long since been a lucrative source of funding for the federal government.

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What's My Potential Estate Tax?

This calculator helps estimate your federal estate tax liability.

Roth 401(k) vs. Traditional 401(k)

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

Comparing Investments

This calculator compares the net gain of a taxable investment versus a tax-favored one.

Disability Income

This calculator estimates your chances of becoming disabled and your potential need for disability insurance.

What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

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The Cycle of Investing

Understanding the cycle of investing may help you avoid easy pitfalls.

The Power of Tax-Deferred Growth

Why are 401(k) plans, annuities, and IRAs so popular?

Retiring the 4% Rule

A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

An Arm and a Leg

A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.

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