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
A Bucket Plan to Go with Your Bucket List
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Don’t Be Your Own Worst Enemy
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
A four-step framework for building a personal legacy.
Retirees traveling abroad need to know that their health insurance travels with them.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Four vacation destinations you might never have thought of.
How long does a $20 bill last?
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help determine whether it makes sense to refinance your mortgage.
Use this calculator to estimate your capital gains tax.
Use this calculator to assess the potential benefits of a home mortgage deduction.
There are a number of ways to withdraw money from a qualified retirement plan.
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.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
If you died, what would happen to your email archives, social profiles and online accounts?
Agent Jane Bond is on the case, cracking the code on bonds.
Are you ready for retirement? Here are five words you should consider.
Even low inflation rates can pose a threat to investment returns.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
What are your options for investing in emerging markets?