Coast Wealth

06/26/2026

The profit you make from the sale of your home may be tax exempt. Restrictions and limits apply. Here's why.

The tax rules governing profits you realize from the sale of your home have changed in recent years.

06/24/2026

A special needs trust can help care for a special needs child, even after you’re gone.

A special needs trust helps care for a special needs child when you’re gone.

06/24/2026

When stock prices drop, some investors start asking "shoulda, woulda, coulda” questions about whether to remain invested.

But as 2025 illustrates, market timing can be very expensive even if it means missing just a few days.

06/22/2026

Long-term care costs can be significant—and many people underestimate them. Use this tool to get a sense of what care might cost and how to prepare.

Estimate potential long-term care costs and what coverage may help address them.

06/19/2026

Bedtime Story: U.S. Federal Tax Code. How many pages have you read?

An inside look at how marginal income tax brackets work.

06/17/2026

What would happen to your finances if you couldn't work? This calculator shows how long your savings might last if a disability affected your income.

See how long your current savings might last if a disability interrupted your income.

06/15/2026

Having an estate strategy means that decisions about your family, assets, and your health care remain in your hands. Learn about 4 elements that may help you. Watch here:

06/12/2026

Valuation is important for business succession, estate taxes and even qualifying for a loan.

Ascertaining the value of your business is important for a variety of reasons.

06/10/2026

Business owners should consider a succession plan sooner rather than later.

There are a number of reasons for business owners to consider a business succession plan sooner rather than later.

06/10/2026

Everyone welcome Coast Wealth's newest Financial Advisor, Tanner Carroll to the team!

Tanner is a recent CCU graduate and is passionate about finance and helping hard working families have a sound retirement. He's local to SC with roots in the Aynor area.

We're excited to have him onboard!