Coffin Financial Group Powered by LPL Financial

10/16/2026

Most families have spent time thinking about what they want to leave behind. Fewer have talked through what happens when the next generation actually has to step in.

Do they understand the family’s wealth structure? Do they know who the key advisors are? Are trusts, responsibilities, and backup plans clear?

Our Multi-Generational Wealth Readiness Checklist can help you start that review. Download the checklist: https://coffinfinancial.lpl.com/multi-generational-wealth-readiness-checklist

If it brings up a question, I’m happy to talk it through.

10/14/2026

I've worked with families across different stages of life, and one thing remains true: disciplined habits can create long-term opportunities for future generations. If you're focused on building a legacy, start with the fundamentals.

After reading, download our Multi-Generational Wealth Readiness Checklist to help determine whether your family is prepared for the next chapter.

The truth is that you don’t need a high income to have a high net worth. Your net worth, simply put, is your assets minus your liabilities—it’s not how much you earn, it’s how much you keep.

10/09/2026

A lot of wealth planning focuses on growth. That matters, but it is not the whole picture.

You also want to protect what you have built and think carefully about how it may eventually support the people and priorities that matter to you.

This carousel breaks it down into three simple areas. Take a look, and review how they fit into your plan here: https://coffinfinancial.lpl.com/multi-generational-wealth-readiness-checklist

10/07/2026

One of the most rewarding parts of my work is helping young professionals gain confidence around their financial future.

In one of our hypothetical case studies, Lauren came to us feeling overwhelmed by a growing income, student debt, and an inheritance she'd recently received. Together, we built a plan that helped bring clarity and direction to her financial life. Review the case study: https://coffinfinancial.lpl.com/early-career-professional-case-study

This article highlights why those early years matter so much and how the right guidance can help set the stage for long-term success.

Parents and financial advisors can help young people establish a strong financial game plan when first leaving home.

10/02/2026

A lot of people think estate planning starts and ends with a will or trust. For families with more moving parts, it usually goes further -Taxes, investments, retirement income, insurance, and the eventual transfer of assets all have a role. The real value comes from making sure those pieces support the same plan.

Our latest blog explains what that broader approach can look like. Download the Multi-Generational Wealth Readiness Checklist to see which areas may be worth a closer look: https://coffinfinancial.lpl.com/blog/building-a-lasting-legacy-wealth-preservation-strategies-beyond-traditiona

09/29/2026

Behind every headline is a bigger story. Our commentary translates market data into actionable insights. Explore the insights today. https://coffinfinancial.lpl.com/weekly-market-commentary

09/25/2026

The fourth quarter tends to sneak up on people. But some of the most important year-end planning items are easier to handle before the calendar gets crowded.
RMDs. QCDs. IRA contributions. FSA use-it-or-lose-it dollars.
A little planning now can make the end of the year feel much more manageable. And if you’re working with a coordinated plan, these decisions don’t have to happen in isolation.
Reach out if you want to get ahead of year-end planning now: https://coffinfinancial.lpl.com/contact

09/22/2026

Markets shift but your goals remain strong. Our Weekly Market Update keeps you focused on what matters most. Ready to review your strategy. https://coffinfinancial.lpl.com/weekly-market-commentary

09/18/2026

If charitable giving is part of your values, it’s worth thinking through how to do it in a way that supports both impact and overall planning.
That might mean talking through options, timing, tax implications, or how giving fits within a broader legacy strategy.
The most thoughtful plans usually don’t separate generosity from the rest of the financial picture.
Reach out if you want to talk through charitable planning before year-end: https://coffinfinancial.lpl.com/contact

09/16/2026

The best part of summer isn't doing nothing. It's having the time to slow down and enjoy what matters most. As routines begin to fill back up, this article is a good reminder that we don't have to leave that mindset behind. Taking a little more time to appreciate the everyday moments can make a big difference.

It offers not the opportunity to do nothing but to have the time to do things slowly.