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
How Income Taxes Work
A quick look at how federal income taxes work.
Keeping Summer Safe: Pool and Spa Safety Tips
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
Exchange-traded funds have some things in common with mutual funds, but there are differences, too.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
When to start? Should I continue to work? How can I maximize my benefit?
Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.
By understanding a few key concepts during a divorce, you may be able to avoid common pitfalls.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
This calculator demonstrates the power of compound interest.
Use this calculator to estimate your capital gains tax.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Estimate your monthly and annual income from various IRA types.
This calculator compares the financial impact of leasing versus buying an automobile.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do you know these three personal finance sayings?
What does your home really cost?
If you died, what would happen to your email archives, social profiles and online accounts?
How does your ideal retirement differ from reality, and what can we do to better align the two?
You’ve made investments your whole life. Work with us to help make the most of them.