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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.


Helpful Content

Catch-Up Contributions

Catch-Up Contributions

Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.

What Smart Investors Know

What Smart Investors Know

Smart investors take the time to separate emotion from fact.

Tax Deductions You Won't Believe

Tax Deductions You Won't Believe

Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.


Please Leave Home Without It

Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.

The New Red Scare: Chinese Ownership of U.S. Debt

China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?

The Value of Insuring Against Life’s Risks

Building wealth requires protection from the forces of wealth destruction.

Inflation & Your Money

It's important to understand how inflation is reported and how it can affect investments.

TIPS for Inflation

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

Strategies For Managing Student Loan Debt

Five strategies for managing your student debt.

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Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

Doubling Your Money

This calculator demonstrates the power of compound interest.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Comparing Investments

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

Federal Income Tax

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

Tax Freedom Day

Assess how many days you'll work to pay your federal tax liability.

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Managing Your Lifestyle

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

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Your Cash Flow Statement

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

5 Smart Investing Principles

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

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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 Business Cycle

How will you weather the ups and downs of the business cycle?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

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.

Retirement Redefined

Around the country, attitudes about retirement are shifting.


Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.

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