Coffin Financial Group Powered by LPL Financial

06/03/2026

You don’t need to have it all figured out… but you do need a plan.

A lot of successful women are doing everything right in their careers… but their financial strategy hasn’t caught up. With bonuses, equity, and taxes, there’s a lot behind the scenes.

If you want a simple place to start, I put together a Tax Planning Checklist you can download and keep on hand when you’re ready to take a closer look: https://coffinfinancial.lpl.com/download-your-tax-planning-checklist

A structured, proactive approach can help bring clarity and confidence to your financial decisions.

06/02/2026

Every market move is a chance to refine your approach. Our commentary gives you the tools to protect and grow your assets. Let’s strategize together. https://coffinfinancial.lpl.com/weekly-market-commentary

05/29/2026

Now that tax season is behind us, it’s a good moment to review what worked and what can be improved. Retirement tax planning focuses on timing, structure, and consistency, not last‑minute fixes. Thoughtful adjustments today can shape better outcomes over time.
Read the blog and download the 2025 Tax Prep Checklist to support smarter decisions: https://coffinfinancial.lpl.com/blog/a-tax-planning-guide-for-wealthy-retirees

05/27/2026

Have you reviewed each item on this list? Our Estate Planning Checklist is another helpful resource designed to ensure key details are organized and up to date: https://coffinfinancial.lpl.com/download-your-estate-planning-checklist

These will let you have a say in your medical care, as well as what happens with your assets after you die

05/26/2026

Knowledge is your best investment. Our updates explain what’s happening and why it matters for your wealth plan. Learn more and take control. https://coffinfinancial.lpl.com/weekly-market-commentary

05/25/2026

Memorial Day: A day of remembrance.

05/22/2026

NIIT also applies to estates and trusts, often at much lower income thresholds than individuals. For 2025, the threshold begins at $15,650 for undistributed income.
This is an important consideration in trust and estate planning.
Read the blog and download the 2025 Tax Prep Checklist to coordinate planning across entities: https://coffinfinancial.lpl.com/blog/the-net-investment-income-tax-niit-dont-let-it-catch-you-off-guard

05/20/2026

Electric and clean vehicle tax incentives have changed significantly in recent years, and many credits are no longer available for new purchases.
Here's a look at how tax policy has shaped clean vehicle purchases.
Even when credits expire, understanding past and current tax rules can be valuable when planning future financial decisions.
If taxes are part of your broader planning conversation, our Tax Planning Checklist can help you stay organized year‑round:
https://coffinfinancial.lpl.com/download-your-tax-planning-checklist

A tax credit is available for qualified plug-in electric drive motor vehicles, including passenger vehicles and light trucks, acquired after 2009. A qualified plug-in electric drive motor vehicle is a vehicle:

05/19/2026

Opportunity often hides in uncertainty. Our insights help you uncover what’s next before trends become headlines. Position yourself for success today. https://coffinfinancial.lpl.com/weekly-market-commentary

05/15/2026

NIIT thresholds have not increased with inflation. As interest rates and yields rise, more investors are finding themselves subject to the tax.
This makes regular review more important than ever.
Read the blog and download the 2025 Tax Prep Checklist to assess your exposure: https://coffinfinancial.lpl.com/blog/the-net-investment-income-tax-niit-dont-let-it-catch-you-off-guard