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
What Our Kids Can Teach us About Saving Money
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
It's important to make sure your retirement strategy anticipates health-care expenses.
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
The uncertainties we face in retirement can erode our sense of confidence.
Explore the growing influence women wield over the economy with this handy infographic.
Understanding how a stock works is key to understanding your investments.
Learn more about women taking control of their finances with this infographic.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator will help determine whether you should invest funds or pay down debt.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to better see the potential impact of compound interest on an asset.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Using smart management to get more of what you want and free up assets to invest.
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.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
Here are five facts about Social Security that might surprise you.
When you retire, how will you treat your next chapter?
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Learn about cyber liability insurance in this entertaining video.
Estate conservation is too important to put off. Do you have a smart exit strategy?