We are here to help educate our clients about some of the most efficient concepts and strategies utilized in the financial community today. Primarily serving successful entrepreneurs, professionals, and retirees, our goal...
Coastal Wealth Management is a full-service financial firm whose professionals are dedicated to helping our clients build wealth, protect assets, and preserve their estates.
One of the assets of the firm’s value proposition is the degree to which we employ collaboration both internally and externally. Our team includes highly qualified individuals with credentials such as Certified Financial Planning...
Understanding Today's Financial Environment
Independence is a key word when it comes to the mission of Coastal Wealth Management (CWM). As an independent marketing organization (IMO), the firm has constructed a blueprint platform for independent representatives—more than 150 across 24 states—to deliver customized strategies that uniquely fit client needs.
Navigating today’s financial environment has become more challenging than ever before. With so many unknowns ahead of us in this country we believe it’s our firms mission to fully equip our clients and work alongside them to build a plan that addresses both today’s needs as well as anticipates tomorrow’s challenges. When designing a plan we use a holistic approach that includes wealth accumulation/distribution strategies, investment tax options, and overall risk management. This approach combined with our client centered philosophy is the reason CWM is one of the fastest growing IMO’s in the nation today.
Does Your Child Need to File an Income Tax Return?
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Four Reasons Millennials Need an Estate Strategy
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
In the face of divorce, making changes to insurance coverage may be overlooked.
The tax rules governing profits you realize from the sale of your home have changed in recent years.
One way to find money is to examine your current spending habits and eliminate money wasters.
Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Healthy habits are one of the greatest gifts to give your child.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate the total cost in today's dollars of various mortgage alternatives.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A presentation about managing money: using it, saving it, and even getting credit.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
Principles that can help create a portfolio designed to pursue investment goals.
The chances of needing long-term care, its cost, and strategies for covering that cost.
The importance of life insurance, how it works, and how much coverage you need.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Investors seeking world investments can choose between global and international funds. What's the difference?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Do you know how to set up your financial goals for success? This knight does.