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
The Anatomy of an Index
The S&P 500 represents a large portion of the value of the U.S. equity market, it may be worth understanding.
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
It's important to understand the pros and cons when considering a prepaid debit card.
It may help your business be better prepared in the event of the death of a principal or key employee.
Bonds may outperform stocks one year only to have stocks rebound the next.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Use this calculator to compare the future value of investments with different tax consequences.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator demonstrates the power of compound interest.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help determine whether it makes sense to refinance your mortgage.
There are some smart strategies that may help you pursue your investment objectives
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.
There are some key concepts to understand when investing for retirement
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
There’s an alarming difference between perception and reality for current and future retirees.
Are you ready for retirement? Here are five words you should consider.
How do the markets usually react to elections? Was the 2016 election any different?
Here are five facts about Social Security that might surprise you.
Pundits say a lot of things about the markets. Let's see if you can keep up.
How does your ideal retirement differ from reality, and what can we do to better align the two?