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.
What the New Tax Bill Means for You
What does the Tax Reform and Jobs Act mean for you?
Tax Reform: Before and After
What did the 2017 Tax Cuts and Jobs Act change? Here's a quick snapshot.
Inflation & Your Money
It's important to understand how inflation is reported and how it can affect investments.
Knowing the rules may help you decide when to start benefits.
Read this overview to learn how financial advisors are compensated.
The item most homeowners forget on their home improvement project checklist is insurance.
Having your identity stolen may result in financial loss plus the cost of trying to restore your good name.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Annuities are versatile tools that can help you save for retirement and generate income in retirement.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate your monthly and annual income from various IRA types.
Assess how many days you'll work to pay your federal tax liability.
This calculator can help determine whether it makes sense to refinance your mortgage.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Use this calculator to estimate your capital gains tax.
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.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
That big list of dreams and goals isn't the only way to look at your bucket list.
Learn how to harness the power of compound interest for your investments.
It’s never a bad time to speak with your financial advisor about changes in your situation.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
What does your home really cost?
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”