Coastal Empire Capital

06/18/2026

A small shift in your mindset can make a huge difference. We are here to empower you to take control of your finances, so you can focus on what really matters. Contact us today.

06/17/2026

Young households are spending less and saving more. Read this article for ideas on how you can take control of your finances, and then let’s connect so we can build a plan that’s tailored to your goals.

Young households are spending less and saving more. Discover how you can take control of your finances, even in uncertain times.

06/16/2026

Big market headlines can create questions for clients. In this week’s commentary, Northwestern Mutual Wealth Management CIO Brent Schutte looks at the SpaceX IPO, inflation, and the Fed—and why long-term discipline still matters when markets get noisy. https://www.northwesternmutual.com/life-and-money/markets-rally-as-investors-watch-inflation-the-fed-and-spacex-ipo-markets-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=markets-rally&agentid=093794

06/15/2026

You’ve worked hard for your money and don’t want to spend more than required on taxes. Let’s discuss your tax-efficient strategy when it comes to annuities - and all your financial tools.

The tax rules for retirement accounts can be complicated, so you might wonder whether annuities are taxable. Here’s a breakdown.

06/11/2026

Most money “problems” lead back to a simple solution - starting a financial plan now. We are here to help you get it done. Let’s chat.

06/10/2026

If you’re looking to get your kids off on the right financial foot, there’s lots you can do to help - but here’s one new savings milestone that parents are putting more focus on.

College is no longer the only savings milestone parents have their eye on today.

06/09/2026

Strong jobs data may sound like good news—but with inflation still sticky, markets may see it differently. Brent Schutte, chief investment officer of Northwestern Mutual Wealth Management, breaks down what investors should know. https://www.northwesternmutual.com/life-and-money/strong-economic-data-and-sticky-inflation-raise-fed-concerns-northwestern-mutual/?utm_source=facebook&utm_medium=organic_social&utm_campaign=marketcommentary&utm_content=mc_weekly_field&utm_term=strong-economic-data&agentid=093794

06/08/2026

If you want to get started with investing, We are here to help.

Before you start putting your money to work, learn the basics of how to invest.

06/04/2026

You're not bad with money. You're just up against entire industries designed to get you to spend. 💸 Understanding that is the first step to changing your financial habits for good. If you're thinking about the bigger picture of where your money is going and where you want it to go, that's a conversation worth having. Let's connect.

06/03/2026

A Roth IRA is one way to grow money tax-free for retirement. We can help you figure out whether it’s a good fit for you. Just reach out and we’ll chat!

Your Roth IRA can grow in two ways: through your contributions and through the performance of your investments. See how a Roth IRA might fit into your financial plan.