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Conquering Tax Season and Beyond Taxes are an important topic time of year as we seek to add value for clients via holistic financial...

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...