Rick Price, FSCP - Financial Advisor with Coastal Wealth
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Knowledge is the key to a successful financial future. mycoastalwealth.com/licensing
I pride myself in getting to know each client so that I can understand their individual needs and what matters most to them.
09/02/2024
Personal financial planning impacts your business. What’s your plan and how can we help?
08/30/2024
What are the takeaways from the recent increase in gold value? Learn more with the latest market perspective by Chief Investment Officer of MassMutual Wealth Management, Daken Vanderburg, and let’s chat about diverse investment strategies through challenging markets.
Understanding gold: Its market use and who buys it | MassMutual Taking a look at the shiny metal and some of the dynamics that cause prices to move.
08/29/2024
What are the odds you will become too sick or injured to work for an extended period of time? They may surprise you. Let’s make sure you’re protected.
Perception is not reality When it comes to disability income insurance your perception is not reality.
Last week, capital markets were mostly stagnant, waiting for insights from the Federal Reserve's symposium in Wyoming. On Friday, Fed Chair Jerome Powell's speech provided some key takeaways for investors. Check out our weekly market perspective for the highlights and let’s talk.
08/22/2024
Creating a personal financial strategy is, well, personal. Let’s talk about four smart strategies you may want to consider.
Last week’s market upswing was driven by favorable economic indicators, such as consistent signs of easing inflation and a positive surprise in retail sales. Learn about more highlights with our weekly market perspective and reach out with any questions.
With recent market volatility, there is a lot of economic data coming this week to unpack. Read our weekly market perspective to learn more and let’s chat.
08/09/2024
As the saying goes, ‘It’s not what happens, it’s how you react.’ Check out the latest market perspective by Chief Investment Officer of MassMutual Wealth Management, Daken Vanderburg, and let’s discuss what to make of the recent volatility.
Market volatility?! Two charts to help soothe investor worries | MassMutual Capital markets are alive and well, albeit likely to be a bit volatile from time to time in the near term.
Market ups and downs are inevitable. See how to protect yourself with four smart strategies for volatile times.
The outcome of the presidential election is looking a bit like a coin flip, which can add uncertainty to market outlooks ahead of the November election. Learn more in our weekly market perspective and let’s talk.
08/06/2024
You can’t predict where life will take you, but you can take steps towards securing your family’s financial future. Let’s discuss how life insurance can help protect your loved ones today.
Balancing your family’s needs and the demands of your business can be a challenge. Let’s look at your big picture.
Which trends shaped the market last week? Check out our weekly market perspective to catch the highlights.
07/25/2024
Life is unpredictable. Let’s talk about your “what happens if…?” questions.
07/25/2024
Join Doug as he shares his story about how not having Disability Income Insurance has taken a financial and emotional toll.
Doug's Story Learn how not having disability income insurance affected Doug when he became disabled.
Make sure your summer to-do list includes protecting your family with life insurance. Let’s connect.
Nearly half of all business owners plan to use investments and savings as their main source of retirement income. Let’s look at your options.
Source: LIMRA, Small Business Owners Consortia Study, December 2023
Understanding your lifetime income is key to planning for the future. See how it adds up with our income calculator.
07/09/2024
Let’s connect this summer and discuss the benefits of owning life insurance, no matter where you are in life.
With the first half of the year coming to an end, let’s take pause to reflect on what’s been shaping the markets. Check out the latest weekly market snapshot and reach out with any questions.
Retirement plans aren’t just for big companies. Let’s talk about all your options.
You always want to be nimble when it comes to forging your financial plan. Let’s explore some low-cost strategies for diversification that meet your unique goals and risk tolerance.
06/20/2024
After an accident left Brigitte unable to work, her individual Disability Income insurance policy helped provide much-needed income — and a diploma. Learn more.
Brigitte's Story When she left home that day, Brigitte Jameson had no idea how much her life would quickly change. To help start the DI conversation, share this MassMutual DI claim…
06/19/2024
A recent Supreme Court ruling has changed how life insurance proceeds could impact the value of your business for estate tax purposes. Let’s discuss what this could mean for you and your business.
Business owners: Check your buy-sell agreement | MassMutual The tax treatment of life insurance proceeds in buy-sell agreements is changing, thanks to the Supreme Court.
06/19/2024
69% of business owners say that keeping key employees loyal is a top priority. I can help you put the right insurance plan in place to retain your best team members.
Source: MassMutual’s “Business Owner Perspective” Study, 2022.
06/14/2024
Election years can be tricky, but my goal to keep you informed stays the same. Check out the latest market perspective of election years by Chief Investment Officer of Wealth Management, Daken Vanderburg, and reach out with any questions.
Do presidential elections impact markets? | MassMutual Here are four charts that may provide perspective amid the sometimes clamorous political rhetoric.
A great example of why diversification within a particular sector is so important: Foot Locker and Gap recently exceeded analysts’ earnings estimates while Kohls, Nordstrom, and Ulta Beauty fell below expectations. Learn about driving factors in our market perspective and let’s talk.
If you don’t have liquid savings on hand to fund short-term goals, learn how you may be able to sell or borrow against your investment portfolio assets.
https://fieldnet.massmutual.com/public/financialplan/pdfs/mi1560.pdf.
06/05/2024
Are you a business owner looking for ways to retain your key employees? Learn more about section 162 plans and how they can help build an attractive compensation package.
What is a Section 162 executive bonus plan and how does it work | MassMutual Executive bonus plans (Section 162 plans) use life insurance benefits to entice and keep key employees at your company.
For business owners, it’s critical to save for retirement while accounting for financial challenges that may come up along the way. Let’s make a plan that covers all your bases.
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