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
Term vs. Permanent Life Insurance
When considering life insurance, it's important to understand your options.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Understanding Marginal Income Tax Brackets
An inside look at how marginal income tax brackets work.
Fixed or Variable Mortgage, Which Should You Pick?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Four Really Good Reasons to Invest
There are four very good reasons to start investing. Do you know what they are?
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Put It in a Letter
A letter of instruction provides additional and more personal information regarding your estate.
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Long-Term-Care Needs
Determine your potential long-term care needs and how long your current assets might last.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What's My Potential Estate Tax?
This calculator helps estimate your federal estate tax liability.
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.
Annuity Comparison
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
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Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
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.
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
Protecting Those Who Matter Most
The importance of life insurance, how it works, and how much coverage you need.
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Surprises
Making the most of surprises is a great reason to work with us.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Perception vs. Reality
There’s an alarming difference between perception and reality for current and future retirees.
A Bucket Plan to Go with Your Bucket List
A bucket plan can help you be better prepared for a comfortable retirement.
Surprise! You’ve Got Money!
Here’s a quick guide to checking to see if you have unclaimed money.
The Business Cycle
How will you weather the ups and downs of the business cycle?