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 Federal 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.



Helpful Content

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.

$1 million in a diversified portfolio could help finance part of your retirement.


A company's profits can be reinvested or they can be paid out to the company’s shareholders as “dividends."

A few strategies that may help you prepare for the cost of higher education.

When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.

This worksheet can help you estimate the costs of a four-year college program.

Entrepreneurs all face the same question, “Which business structure should I adopt?”

Exchange-traded funds have some things in common with mutual funds, but there are differences, too.

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

This calculator compares the financial impact of leasing versus buying an automobile.

Use this calculator to better see the potential impact of compound interest on an asset.

Estimate the total cost in today's dollars of various mortgage alternatives.

Assess how many days you'll work in 2012 to pay federal tax liability.

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Investment tools and strategies that can enable you to pursue your retirement goals.

There are a number of ways to withdraw money from a qualified retirement plan.

Learn more about taxes, tax-favored investing, and tax strategies.

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.

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.

Despite recent tax-law changes, a stunning 4.6 million Americans are expected to pay the AMT in 2018.

Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.

Here are five facts about Social Security that might surprise you.

Why are 401(k) plans, annuities, and IRAs so popular?

If you have a family that relies on your income, it’s critical to know what their needs would be in the event of your death.