Coffin Financial Group Powered by LPL Financial

You don’t need to have it all figured out… but you do need a plan.

A lot of successful women are doing everything right in their careers… but their financial strategy hasn’t caught up. With bonuses, equity, and taxes, there’s a lot behind the scenes.

If you want a simple place to start, I put together a Tax Planning Checklist you can download and keep on hand when you’re ready to take a closer look: https://coffinfinancial.lpl.com/download-your-tax-planning-checklist

7 Financial Moves Every Executive Woman Should Consider A structured, proactive approach can help bring clarity and confidence to your financial decisions.

Every market move is a chance to refine your approach. Our commentary gives you the tools to protect and grow your assets. Let’s strategize together. https://coffinfinancial.lpl.com/weekly-market-commentary

Now that tax season is behind us, it’s a good moment to review what worked and what can be improved. Retirement tax planning focuses on timing, structure, and consistency, not last‑minute fixes. Thoughtful adjustments today can shape better outcomes over time.
Read the blog and download the 2025 Tax Prep Checklist to support smarter decisions: https://coffinfinancial.lpl.com/blog/a-tax-planning-guide-for-wealthy-retirees

Have you reviewed each item on this list? Our Estate Planning Checklist is another helpful resource designed to ensure key details are organized and up to date: https://coffinfinancial.lpl.com/download-your-estate-planning-checklist

The Five Documents You Need to Have in Your Estate Plan These will let you have a say in your medical care, as well as what happens with your assets after you die

Knowledge is your best investment. Our updates explain what’s happening and why it matters for your wealth plan. Learn more and take control. https://coffinfinancial.lpl.com/weekly-market-commentary

Memorial Day: A day of remembrance.

NIIT also applies to estates and trusts, often at much lower income thresholds than individuals. For 2025, the threshold begins at $15,650 for undistributed income.
This is an important consideration in trust and estate planning.
Read the blog and download the 2025 Tax Prep Checklist to coordinate planning across entities: https://coffinfinancial.lpl.com/blog/the-net-investment-income-tax-niit-dont-let-it-catch-you-off-guard

Electric and clean vehicle tax incentives have changed significantly in recent years, and many credits are no longer available for new purchases.
Here's a look at how tax policy has shaped clean vehicle purchases.
Even when credits expire, understanding past and current tax rules can be valuable when planning future financial decisions.
If taxes are part of your broader planning conversation, our Tax Planning Checklist can help you stay organized year‑round:
https://coffinfinancial.lpl.com/download-your-tax-planning-checklist

Tax Incentives for Motor Vehicles A tax credit is available for qualified plug-in electric drive motor vehicles, including passenger vehicles and light trucks, acquired after 2009. A qualified plug-in electric drive motor vehicle is a vehicle:

Opportunity often hides in uncertainty. Our insights help you uncover what’s next before trends become headlines. Position yourself for success today. https://coffinfinancial.lpl.com/weekly-market-commentary

NIIT thresholds have not increased with inflation. As interest rates and yields rise, more investors are finding themselves subject to the tax.
This makes regular review more important than ever.
Read the blog and download the 2025 Tax Prep Checklist to assess your exposure: https://coffinfinancial.lpl.com/blog/the-net-investment-income-tax-niit-dont-let-it-catch-you-off-guard