Coastal Strategic Capital

10/22/2026

Your ideal retirement may differ from reality, but we can work together to better align the two.

How does your ideal retirement differ from reality, and what can we do to better align the two?

10/20/2026

Medicare takes a little time to understand. As you approach age 65, familiarize yourself with its coverage options, costs, and limitations.

How Medicare can address health care needs in your retirement strategy.

10/15/2026

Take an inside look into Simplified Employee Pension plans.

For some, the idea of establishing a retirement strategy evokes worries about complicated reporting and administration.

10/13/2026

Whether you realize it or not, you’ve allocated your assets.

Investors who put off important investment decisions may face potential consequences to their future financial security.

10/09/2026

Stocks finished the third quarter mixed. The S&P 500 gained 2.03%, and the Nasdaq Composite rose 2.47%, while the Dow Jones Industrial Average slipped 2.70%. Halloween is next on the calendar, with U.S. consumers expected to spend \$13.5 billion USD this year and 6.26 million Canadian children in their trick-or-treating years.

Stocks were mixed in the third quarter as economic, geopolitical, and corporate earnings news pushed the broad market higher while weighing on the Dow Industrials.

10/08/2026

Terrible or wonderful; Could a variable annuity be right for you?

10/06/2026

Agent Jane Bond wants you to know about how bonds can be laddered to generate income.

Agent Jane Bond is on the case, uncovering the mystery of bond laddering.

10/01/2026

Do you really understand how your homeowners insurance works?

Purchasing homeowners insurance is critical for protecting your home.

09/29/2026

Social Security has been a fact of retirement since 1935; how much do you really know about it?

Here are five facts about Social Security that might surprise you.

09/24/2026

How much should you have in an emergency fund? Use this calculator to figure out your target based on your monthly costs and personal comfort level.

Find out how large your emergency fund should be based on your monthly expenses.