Coastal 360 Capital Advisors at Steward Partners

10/27/2026

Prioritize financial wellness by crafting a robust financial planning strategy. Consider alternatives to the 4% rule for retirement. Keep plans evergreen to adapt to changing needs, ensuring a secure and sustainable financial future.

Find a withdrawal rate that better fits your retirement—with a worksheet to help conceptualize your choices.

10/26/2026

Exploring financial wellness with smart planning is vital for retirees. Consider strategies for 401(k) withdrawal aligning with personal goals and expenses to ensure a secure retirement. Tailor your approach to prioritize long-term financial stability.

Capital Group landed on two withdrawal strategies that depend on the retiree’s goals and expenses.

10/23/2026

Their future starts with a plan.

At Coastal 360 Capital Advisors, we help families incorporate education savings into their broader financial strategy.

10/22/2026

Balance financial wellness by prioritizing financial planning for retirement. Social security stretches further in states like Kansas and Iowa, covering up to 48% of retiree expenses, thanks to lower living costs, aiding those with limited savings.

Lower living costs, not larger checks, help benefits cover more retirement expenses in leading states. Kansas leads, with average benefits covering 48% of a single retiree’s estimated annual expenses. Iowa, North Dakota, Indiana, and Delaware follow, covering 46% to 47% of expenses.

10/21/2026

Your financial life is personal, and your financial plan should be too. At Coastal 360 Capital Advisors, our team is here to listen, understand what matters most to you, and help you navigate your financial needs with thoughtful guidance every step of the way.

Let’s build a plan for where you are today and where you want to go.

10/19/2026

No matter where you are in life, having a financial plan can make all the difference. Whether you're preparing for retirement, growing your wealth, or planning for the next chapter, Coastal 360 Capital Advisors is here to help you navigate every step of the journey.

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.