Coffin Financial Group Powered by LPL Financial

09/02/2026

As retirement approaches, understanding how and when you'll begin withdrawing money from your retirement accounts becomes increasingly important. Required Minimum Distributions (RMDs) can affect your income strategy, taxes, and long-term planning. This article breaks down what retirees should know and why it's helpful to plan ahead rather than wait until the rules apply.

As retirement gets closer, one of the biggest questions is how the savings you’ve built will eventually turn into income.

09/01/2026

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

08/28/2026

Referrals don’t have to feel awkward or formal.
Our Sounding Board Process is meant to make introductions feel more natural. If you know someone who could benefit from a conversation, you can let them know you’d like to share their contact information with us, pass along any relevant details, and we’ll take it from there in the way you request.
Simple. Personal. Helpful.

We try to make introductions feel easy and natural, start here: https://coffinfinancial.lpl.com/refer-a-friend

08/26/2026

Financial education is one of the most important tools a family can pass down.

This article is a good reminder that building generational wealth is not just about what you leave behind. It is also about preparing the next generation to make informed decisions.

Download our Generational Wealth Checklist to help guide the conversation:
https://coffinfinancial.lpl.com/generational-wealth-checklist

Initiatives by states and wealth managers come as budgeting, saving, and investing remain a challenge for many Americans.

08/25/2026

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

08/21/2026

Trusts come up a lot in generational planning, and for good reason. They can help preserve wealth, create structure around how assets are distributed, and reduce some of the friction families want to avoid later.
They’re not a one-size-fits-all tool, but they can play an important role when the goal is to transfer wealth intentionally.

Download the checklist if you want to review whether trusts should be part of your planning conversation: https://coffinfinancial.lpl.com/generational-wealth-checklist

08/19/2026

Real estate can be a powerful part of building long-term wealth, but spotting the right opportunities takes clarity.

This article looks at how demographics, local activity, and market signals can help identify emerging trends. For families planning beyond one generation, our Generational Wealth Checklist can help keep the bigger picture in focus: https://coffinfinancial.lpl.com/generational-wealth-checklist

Spot early commercial real estate trends by tracking demographics, local activity and long-term market signals to identify opportunities before they become widely recognized.

08/18/2026

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

08/14/2026

Charitable giving can do more than support causes you care about. It can also become a meaningful part of how you think about legacy, structure, and long-term impact.
There are different ways to approach it, and the right strategy depends on your goals, your family, and the bigger picture of your balance sheet.
It helps to think about giving as a plan, not just a transaction.
Let’s talk if charitable planning is part of the legacy you want to build. https://coffinfinancial.lpl.com/contact

08/12/2026

A strong legacy plan starts with clarity.

Women may face unique estate planning considerations, from longer life expectancies to caregiving roles and family wealth transfer decisions. Thinking through those details now can help create more confidence for the future.

Our Generational Wealth Checklist can help families take the first step toward a more organized plan: https://coffinfinancial.lpl.com/generational-wealth-checklist

Women may have unique estate planning concerns.