Coastal Strategic Capital

07/16/2026

Are you prepared for a 20-year retirement? How women can consider their retirement strategy.

Are women prepared for a 20-year retirement?

07/14/2026

We just hit 50 Five-Star Reviews!

In our industry this is surprisingly rare. We looked around the Charleston area and found only 3 other financial planners with this many reviews.

Reviews like these are earned one relationship at a time through honest conversations, exceeding expectations, and showing up consistently over years.

Thank you to every client who took time to share your story. It's a reflection of the relationship we work hard to earn, and it's what we hope to build with the next families who trust us.

07/14/2026

If you're 50 or older, you're eligible to contribute more to your 401(k). See how those extra dollars could add up by the time you retire.

See how catch-up contributions after age 50 could significantly boost your retirement balance.

07/09/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

07/09/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

07/07/2026

Being healthy may help your personal finances.

Being healthy not only makes you feel good, it may also help you financially.

07/03/2026

For two and a half centuries, the founding promise of liberty and opportunity has fueled a nation of builders, dreamers, and doers. At Coastal Strategic Capital, we've had the privilege of helping individuals and families turn that opportunity into homes purchased, businesses launched, educations funded, and futures secured.

We're proud to stand alongside our clients and communities who continue writing America's story one goal at a time.

07/02/2026

Net worth is one of the most telling numbers in personal finance. Add up your assets and liabilities to see where you really stand today.

Get a snapshot of your overall financial picture by calculating your total net worth.

06/30/2026

"The only things certain in life are death and taxes." Benjamin Franklin

A new LIMRA study shows that 40% of Americans believe the death of a primary wage earner would cause financial challenges.

06/25/2026

What steps might help you sustain and grow your retirement savings? This piece explores them.

Steps to help you sustain and grow your retirement savings.