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
Lots of Variables with Fixed-Rate Mortgages
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Get Paid for Going Green
Those looking into environmentally minded home modifications may get a boost from Uncle Sam’s tax incentives.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Can you keep up with your children’s mobile slang?
There are four very good reasons to start investing. Do you know what they are?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
A change in your mindset during retirement may drive changes to your portfolio.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Determine your potential long-term care needs and how long your current assets might last.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to better see the potential impact of compound interest on an asset.
How federal estate taxes work, plus estate management documents and tactics.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Do you have causes that you want to support with donations? Here are three tips.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
What if instead of buying that vacation home, you invested the money?