Coffin Financial Group Powered by LPL Financial

06/10/2026

Here are six common ways taxpayers get off track and the questions they should ask themselves during the tax year. To get back on track, make sure you have my Tax Planning Checklist in your toolbox: https://coffinfinancial.lpl.com/download-your-tax-planning-checklist

Here are six common ways taxpayers get off track and the questions they should ask themselves during the tax year.

06/09/2026

Wealth is built with patience and perspective. Our updates keep you focused on progress not panic. Start shaping your legacy today. https://coffinfinancial.lpl.com/weekly-market-commentary

06/05/2026

Estate planning involves more than deciding who receives assets. It includes planning for incapacity, coordinating beneficiaries, protecting digital assets, and preparing for changes in life or tax laws.
When these elements are addressed together, plans tend to work more smoothly and provide clearer direction for loved ones over time.
Explore how Coffin Financial approaches estate planning as part of a coordinated wealth strategy.
Learn more about estate planning 👉 https://coffinfinancial.lpl.com/estate-planning

Your legacy is more than what you leave behind — it's the impact you make today and for generations to come. At Coffin Financial Group, we help high-net-worth individuals and families design intentional, tax-efficient estate and legacy strategies.

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