Coastal 360 Capital Advisors at Steward Partners

10/16/2026

Balancing financial wellness involves smart saving, effective financial planning, understanding investor psychology, and ensuring retirement isn't underfunded or under-funned. Prioritize to avoid running out of money and ensure a fulfilling retirement journey.

A well-funded retirement can still be under-funned—a reality check for younger generations chasing financial freedom.

10/15/2026

Navigating Medicare open enrollment, from Oct. 15 to Dec. 7, is crucial for effective financial planning and healthcare management. Understanding options boosts financial wellness and ensures better medical care choices.

Medicare open enrollment runs from Oct. 15 through Dec. 7, allowing beneficiaries to switch between traditional Medicare and Medicare Advantage. Here's what to know.

10/14/2026

Financial wellness begins with smart planning. In an AI-driven market, diversify using strategic asset allocation. With stocks and bonds increasingly correlated, navigate these shifts to strengthen your portfolio and secure your financial future.

AI-related stocks are the main driver behind many broad indexes. And even the traditional hedge to equities—the bond market—is moving with stocks.

10/13/2026

Generation X faces unique retirement challenges, but with reduced obligations, financial planning and boosting savings become more achievable. Focus on financial wellness by maximizing IRA contributions and understanding social security benefits.

If you’re in your 50s or 60s, you may find that you have more financial flexibility than in previous years. With fewer obligations like paying for college tuition or raising children, you might be in a good position to focus on boosting your retirement savings.

10/09/2026

Handing over financial reins can uncover blind spots in your financial wellness plan. Embrace evergreen financial planning by understanding investor psychology's role in investing success.

Handing the financial reins to somebody else can teach you a lot about your blind spots.

10/07/2026

Stay informed on financial wellness by prioritizing investor education and solid financial planning. With potential Fed interest rate hikes, be strategic in investing to navigate fixed-income market changes effectively.

The first interest rate hike came in September and fixed-income markets currently view further hikes as more likely than not.

10/06/2026

Embrace financial wellness by balancing saving and spending in retirement. Financial planning should address investor psychology and encourage confidence in using nest eggs to live comfortably after years of diligent saving.

Millions of people save for decades for the day when they turn in their laptops and never have to work again. When the day comes, though, many fear spending down their nest eggs.

10/02/2026

The earlier you start, the more time your savings has to grow.

Start planning for their education today.

10/01/2026

Boost financial wellness through strategic financial planning as the U.S. economy shows growth signs. With second-quarter growth and steady inflation figures, adjusting plans is key to navigate the evolving economic landscape effectively.

The U.S. economy grew more than previously thought in the second quarter of 2026 and inflation remained firm in August, according to new reports.

09/30/2026

It’s not just what you save—it’s what you keep.

A tax-efficient retirement strategy can make a difference.