Blog

Growing Wealth Means Managing Spending, Saving … and Debt

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 & South Coast Planning Highlighted in various articles on Yahoo! Finance, US News & World Report, ThinkAdvisor, and GoBankingRates.

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

Daniel Pinheiro - Fletcher Bowl Award Winner (2021)

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

Quitting Out Loud – The Early Retirement Decision

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....

Wealth-Building Strategies for Doctors

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

Rethinking Taxes and Retirement Risks

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

Should You Max Out Your 401(k) Contributions?

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...

Are You Confident About Your Financial Future?

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

Managing Your Tax Risk – with Diversification. Investing, Retirement, and Taxes.

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

Avoiding the Big Retirement Risks

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...