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During 2024, South Coast Planning and Wealth Management grew by 31 client households, averaging 2.5+ new comprehensive financial planning...

Getting serious about reaching your financial goals means keeping a handle on what you’re spending, so you can maximize what you’re...

Daniel Pinheiro and South Coast Planning & Wealth Management was recently highlighted in an article on Yahoo! Finance and GoBankingRates....

Daniel Pinheiro CFA, CFP®, Wealth Manager and Founder of South Coast Planning & Wealth Management, was the 2021 recipient of CFA Society...

Waiting until 65 to retire isn’t as easy as it used to be – especially since, for many people, their retirement age is now closer to 67....

Creating a solid plan to build wealth is essential for everyone, and doctors encounter special circumstances that create a need for a...

When contemplating your journey through life and achieving your goals and important milestones along the way, the initial considerations...

When it comes to saving for retirement, a 401(k) is a powerful tool that can help you build a substantial nest egg. With contribution...

A well-known Financial Planning and Progress Study is out, and it contains a handful of interesting results—the study examines U.S....

Managing the volatility of investment assets by creating a diversified portfolio is one of the basic principles of investing. Dividing up...

Retirement is just as much a leap of faith as any other significant life change. No matter how much you prepare, you will only really...