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The investment side matters. So do taxes, estate planning, retirement income, and how everything works together.
That’s why holistic planning tends to resonate. It helps people feel like they’re finally looking at the full picture instead of solving one thing at a time. https://coffinfinancial.lpl.com/investment-management

Midyear is a good time to look for small planning opportunities before they become bigger tax surprises. From gifting strategies to charitable giving, capital gains, medical deductions, and credits, a little coordination now can make a difference later, especially when wealth is being passed to the next generation. Download our Generational Wealth Guide to keep the bigger picture in focus.
https://coffinfinancial.lpl.com/generational-wealth-checklist

A Midyear Tax Checkup May Help Manage Unwanted Tax Consequences A midyear tax checkup allows you to identify and address any tax issues or execute any planning opportunities.

A lot of people want more than investment management. They want someone who knows their family, understands the moving parts, and can help connect the dots when decisions overlap.
That’s a big part of the value of having a dedicated advisor. You get direction. You get context. You get a relationship that’s built to be useful, not just available.
If you want a more hands-on planning relationship, let’s talk. https://coffinfinancial.lpl.com/contact

Contact | Christopher J. Coffin The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed an...

Healthy money habits often start with simple conversations at home. When kids learn about saving, giving, spending, and values early, they are better prepared to make thoughtful decisions later. Download our Generational Wealth Guide for more ways to help prepare the next generation: https://coffinfinancial.lpl.com/generational-wealth-checklist

How to Teach Young Children Healthy Money Habits By staying open, intentional, and values-driven, you give your child the tools to feel confident and grounded in their relationship with money for years to come.

One of the things we value most in this practice is relationship.
That’s why, as a service to our best clients, we make ourselves available to act as a sounding board for friends and family members too. If there’s someone in your life who feels uncertain about the future, we’re happy to sit down, share our process, and help them feel more confident about what tomorrow may hold.
That kind of guidance can go a long way.
If someone important to you could use a conversation, I'm here to help: https://coffinfinancial.lpl.com/refer-a-friend

When inherited wealth enters the picture, the next decision matters just as much as the transfer itself. As younger generations explore alternatives like private markets, real estate, crypto, and gold, it’s worth having a clear plan around risk, purpose, and how that wealth fits into the bigger family picture.
Download our Generational Wealth Guide to help start those conversations: https://coffinfinancial.lpl.com/generational-wealth-checklist

Gen Z and Millennials Are Using Inherited Wealth to Invest in Crypto and Other Alternatives Investors with at least $10 million in investible assets, and Gen Z and millennials with at least $3 million are turning to private markets, real estate, gold, and other alternative asset classes, according to a new study.

Happy 4th! Celebrating independence and summer traditions.🎆

When people hear “gifting,” they often think of it as something informal. In reality, gifting can be an important part of a larger generational wealth strategy.
Done thoughtfully, it can help move wealth efficiently, support family goals, and reduce friction later. The key is making sure gifting decisions fit with the rest of your plan instead of living off to the side.
That’s one reason we put together our Generational Wealth Checklist. Download the checklist to review gifting, trusts, tax efficiency, and long-term transfer planning. https://coffinfinancial.lpl.com/generational-wealth-checklist

Some of the best family memories can come from a trip outdoors, a visit to a national park, or a simply few days away together. It can be a good reminder that legacy is not just what you leave someday, but what you build along the way.
Download our Generational Wealth Guide to help keep those bigger family priorities in focus: https://coffinfinancial.lpl.com/generational-wealth-checklist

How To Best Enjoy Nature And National Parks As A Family This Summer While Staying Safe Family vacations spent in nature and at national parks tend to be a lost past time. Here, we look at how to best create these trips and tips to stay safe.

Curious about this week’s market trends? We make it simple so you can stay confident in your plan. Let’s connect and talk through your goals. https://coffinfinancial.lpl.com/weekly-market-commentary