T R U E Coastal Capital, LLC

05/31/2026

Not sure which option makes more sense for you? This calculator lets you compare two scenarios head-to-head so you can make a more informed choice.

Compare two different scenarios side by side to see how they stack up over time.

05/27/2026

Wondering how much to set aside for college? Use this calculator to get a clearer picture of what you may need to save and when to start.

See how much you may need to save now to cover future college costs for your child.

05/24/2026

Paying your mortgage every two weeks instead of monthly could knock years off your loan. See the numbers and decide if bi-weekly payments make sense for you.

See how switching to bi-weekly mortgage payments could reduce interest and shorten your loan.

05/20/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

05/17/2026

During the Artemis II mission, a deeply personal tribute became part of lunar history.

What began as a heartfelt gesture from the crew has now been made official: a crater on the Moon has been named Carroll.

The name honors Carroll Wiseman, the late wife of mission commander Reid Wiseman, who passed away in 2020. While in orbit, the crew identified a “bright spot” on the Moon and dedicated it to her memory — a moment that resonated both onboard and back on Earth.

The International Astronomical Union later approved the name, ensuring it will appear on lunar maps moving forward.

It’s a reminder that even in moments of exploration and discovery, the connections we carry with us can leave a lasting mark far beyond Earth. 🌙


Source:

"Integrity and Carroll Crater, loud and clear."

05/13/2026

Not all annuity options work the same way. Use this tool to compare payout structures and see which one aligns with your long-term goals.

Compare annuity options to see how each one could affect your long-term income outlook.

05/11/2026

Every earnings season is different, but the influence of a handful of companies is undeniable.

05/11/2026

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.

05/11/2026

Two out of every three S&P 500 companies mentioned AI on their Q4 earnings calls. That's not a trend. That's a signal.

The last time a technology shifted this many boardroom conversations at once? Smartphones. And we know how that turned out. Some sectors are all in. Others are barely speaking the word. That gap between the early movers and the quiet ones? It matters for investors.

04/30/2026

What a $5 Frappuccino can teach your teen about building wealth 👇

April is National Financial Literacy Month, and here's a number worth sharing at the dinner table.

If your teen opens a Roth IRA at 18 with $1,000 from a part-time job and adds $1,000 a year, that single account could be worth nearly $500,000 by age 65. Tax-free.

Think they can't save $1,000 a year? Skipping the daily Frappuccino more than covers it. ☕

But the best financial education isn't about the math. It's about real decisions with real consequences.

A few things that actually work:

✅ Hand them cash instead of a credit card for shopping. Let them keep what they don't spend.

✅ Give them a clothing budget for the year. If they blow it by October, that's the lesson.

✅ Have the college money talk before they fall in love with a school. As one counselor put it, "Have the conversation before they buy the hoodie."

✅ With the Roth IRA, you can show them that there are certain rules with certain accounts. For example, to qualify for the tax-free and penalty-free withdrawal of earnings, Roth IRA distributions must meet a 5-year holding requirement and occur after age 59½. Also, tax-free and penalty-free withdrawals can also be taken under certain other circumstances, such as the owner's death. The original Roth IRA owner is not required to take minimum annual withdrawals.

What's one money lesson you wish someone had taught you earlier? 👇

Please consult with a tax and finance professional before making any decisions.



Sources:
-https://www.calculator.net/roth-ira-calculator.html?cstartingprinciple=1%2C000&cannualaddition=1%2C000&cmax=n&cinterestrate=8&ccurrentage=18&cretirementage=65&ctaxtrate=25&printit=0&x=Calculate -ira-result
-https://www.ngpf.org/blog/advocacy/how-many-states-require-students-to-take-a-personal-finance-course-before-graduating-from-high-school-is-it-6-or-is-it-21/