Working for your Financial Security

Todays' investment climate offers unprecedented opportunities. At Coast Financial Wealth Management, our mission is to help clients take advantage of those opportunities by providing them with three key tools:
1.) A clear understanding of their financial goals
2.) A well-defined roadmap for achieving those goals
3.) Ongoing advice to help adjust their roadmap when their needs change
Our services cover all areas of financial management, from investment and retirement planning to risk management and estate conversation. We specialize in helping our clients develop a comprehensive, cohesive financial strategy that fits their unique needs and enables them to meet both short- and long -term objectives. On our site, you'll find valuable information for evaluating your current position and progress toward financial goals. We offer educational articles that outline financial concepts and highlight product designed to fill the gaps in your financial strategy. You'll also find calculators that will help you assess your current and future needs. Please remember to visit our site often , as our content is constantly changing. For help with your financial management, or for more information on Coast Financial Wealth Management, contact us today at (941) 629-8927 or via email at carl.gerace@ceterafs.com.
Newsletters
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Indexed Annuities: A Strategy to Turn Savings into Retirement Income
Explore the unique features and risks of indexed annuities and their potential role in investors’ retirement income strategies.
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Quarterly Taxes: Deadlines Keep Coming for the Self-Employed
If you are self-employed, do you know how to calculate quarterly estimated tax payments in order to avoid underpayment penalties?
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Five Tips to Regain Your Retirement Savings Focus in 2021
This article presents five steps that could help focus and enhance a retirement savings strategy in 2021.
Calculators
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Lifetime Earnings
This calculator is designed to help you attach a dollar figure to your life’s work.
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Net Worth
A balance sheet summarizes your assets and liabilities and reveals your net worth.
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Required Minimum Distributions
Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.
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Credit Card Debt
How Long Will It Take to Pay my Balance?