It's a good time to partner with Coastal Financial Advisors for a fresh tune-up of your investment engine!
FINANCEINSIGHTS.NET
Pro Race Car Drivers Know the Secret...
Insurance is meant to protect you against financial loss. But is it really meant to protect you from any and all financial loss? When it comes to filing a loss claim on your home insurance, there may be times when not filing may be the...
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A Home Insurance Claim: To File Or Not To File
Staying active is important in retirement. Joining a gym or taking a fitness class might be one way to do that. Another way might be to walk more and drive less. Even one short walk each day could be beneficial.
Cape Fear Business owners turn to Coastal Financial Advisors for maximum investment performance!
FINANCEINSIGHTS.NET
Business Financials: High-Octane or Mid-Grade?
"Will I outlive my retirement money?" That's one of the top fears for people who are starting to prepare for their retirement years. So I have to chuckle a bit when I see headlines that say, "Here's how much money Americans think they...
COASTALFALLC.COM
HOW MUCH MONEY WILL YOU NEED IN RETIREMENT
In August, stock prices surged as investors cheered positive news of a potential COVID-19 treatment and a month-long succession of upbeat economic data.
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Monthly Market Insights | September 2020
October Is Financial Planning Month Six areas of personal finance to review. When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize...
COASTALFALLC.COM
October Is Financial Planning Month
October Is Financial Planning Month Six areas of personal finance to review. When training to become a financial professional, much of our course work centers on the six critical areas of creating a financial strategy. Some recognize...
COASTALFALLC.COM
October Is Financial Planning Month
In September, stock prices dropped as investors worried about stalled fiscal stimulus talks, the upcoming election, and new European coronavirus cases.
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Monthly Market Insights | October 2020
Learn Strategies Designed To Lower Taxes, Maximize Social Security and Generate Income you won't outlive in Retirement! In these uncertain times certain strategies become essential: How to avoid personal disaster in the face of wild...
COASTALFALLC.COM
Educational Luncheon-Optimizing Social Security & Retirement Income
Learn Strategies Designed To Lower Taxes, Maximize Social Security and Generate Income you won't outlive in Retirement! In these uncertain times certain strategies become essential: How to avoid personal disaster in the face of wild...
COASTALFALLC.COM
Educational Luncheon-Optimizing Social Security & Retirement Income
Gardening checks many boxes: it’s an outdoor activity offering moderate exercise, it can provide nutritious food and beautify your living space, and best of all, it’s a fun hobby with satisfying results.
Retirees (and those retiring soon) are facing extraordinary challenges in these uncertain times. But the crisis and economic downturn don’t have to rob you of your retirement dreams. This FREE guide to retirement contains the essential steps to creating a retirement plan for uncertainty.
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Retiring in Uncertain Times? Read This
Annual Financial To-Do List Things you can do for your future as the year unfolds. What financial, business, or life priorities do you need to address for the coming year? Now is an excellent time to think about the investing, saving,...
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Annual Financial To-Do List
Concerned about how to retire when the world is so uncertain? Read this FREE guide. Some steps are time sensitive, so it’s critical to take action now. Overwhelmed and need personal advice now? Call 910-338-0655 to get your questions answered in a complimentary 1-on-1 phone appointment.
FINANCEINSIGHTS.NET
Retiring? Safeguarding "Dos" & "Don'ts"
Election 2020: Economic Issues in the CrosshairsHere’s what you need to know. It should come as no surprise to hear the economy is the top issue for voters in the 2020 election. Nearly 8 in ten voters say that the economy will be...
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Election 2020: Economic Issues in the Crosshairs
Cape Fear retirees and those facing retirement soon, the pandemic and economic crisis mean historic levels of uncertainty. To learn how to retire comfortably in uncertain times, please download this FREE guide. Need advice now? I save a few appointments each week — grab one by calling 910-338-0655.
FINANCEINSIGHTS.NET
Retiring in Uncertain Times? FREE Guide
Friends in Wilmington, retirement income is a tricky beast. We need growth to fund long lifetimes and stability to guard against downturns, recessions, and volatility. Not sure your retirement income has the “airbag” it needs? I’m offering a FREE Retirement Income Diagnostic to assess income streams and determine whether changes are needed.
FINANCEINSIGHTS.NET
Is Your Retirement "Paycheck" Cushioned?
Concerned about how to create reliable retirement income when the world is so uncertain? Read this FREE guide to learn the 3 fundamentals of a reliable income strategy. Some steps are time sensitive, so it’s critical to take action now. Overwhelmed and need personal advice now? Call 910-338-0655 to get your questions answered in a complimentary 1-on-1 phone appointment.
FINANCEINSIGHTS.NET
Retirement Income Teeter-Totter? Read this.
How and When to Sign Up for MedicareBreaking down the enrollment periods and eligibility. Medicare enrollment is automatic for some. For those receiving Social Security benefits, the coverage starts on the first day of the month you...
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How and When to Sign Up for Medicare
Worried about what markets will do to retirement income? Not sure about making financial moves that seemed like no-brainers before? Feeling uncertain about what you should do next? I’m offering a FREE Retirement Income Diagnostic to assess income streams and determine whether changes are needed to help protect lifestyles.
FINANCEINSIGHTS.NET
Is Your Retirement Income at Risk?
End-of-the-Year Money MovesHere are some things you might consider before saying goodbye to 2020. What has changed for you in 2020? For many, this year has been as complicated as learning a new dance. Did you start a new job or leave a...
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END OF YEAR MONEY MOVES
Wilmington retirees and those facing retirement soon, the pandemic and economic crisis mean historic levels of uncertainty. Worried about creating steady income when markets are wobbly and unreliable? Download this FREE guide and learn the 3 fundamentals of creating steady income. Need advice now? I save a few appointments each week — grab one by calling 910-338-0655.
FINANCEINSIGHTS.NET
Retirement Income Unsteady? FREE GUIDE.
2020 IRA Deadlines Are ApproachingHere is what you need to know. Financially, many of us associate April with taxes – but we should also associate December with important IRA deadlines. December 31, 2021 is the deadline to take...
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2020 IRA Deadlines Are Approaching
The famous saying from Poor Richard’s Almanack is frequently misquoted. It was published by founder Benjamin Franklin in 1737: “A penny saved is two pence clear.” Finding ways to manage expenses is one of the...
COASTALFALLC.COM
A Penny Saved is Two Pennies Earned
As January came to a close, stocks were mixed as attention shifted to unprecedented activity around a handful of companies with short-interest positions.
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Monthly Market Insights | February 2021
It’s hard watching aging parents and loved ones gradually lose their self-sufficiency. Nowadays, it’s more important than ever to plan ahead for our own needs. This guide breaks down what you need to know in a quick read.
FINANCEINSIGHTS.NET
Aging Parents? Who Will [_] for You?
The famous saying from Poor Richard’s Almanack is frequently misquoted. It was published by founder Benjamin Franklin in 1737: “A penny saved is two pence clear.” Finding ways to manage expenses is one of the...
COASTALFALLC.COM
A Penny Saved is Two Pennies Earned
Watching parents or elders lose their self-sufficiency can be crushing. If you’re thinking about what you want for yourself, there are a few major issues to consider. Find out what they are) with this quick read. Want guidance? Call 910-338-0655 to get questions answered in a complimentary 1-on-1 phone appointment.
FINANCEINSIGHTS.NET
Parents' Self-Sufficiency Slipping Away?
