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Friday, April 6, 2018

TAMPA, FL. -- Members of Coastal Wealth attended Unsigned Preps’ 3rd Annual Dinner and Fundraiser February 23, 2018 at the Centre Club in Tampa, raising more than $20,000, to support student athletes for their academic and...

 

Monday, January 1, 2018

Fort Lauderdale, FL, January 1, 2018– Coastal Wealth, a member of the MassMutual Financial Group, has announced the promotion of Neil Weiss to Managing Partner of the Palm Beaches. Neil, who started in the industry 25 years ago...

 

Monday, January 1, 2018

Fort Lauderdale, FL, January 1, 2018– Coastal Wealth, a member of the MassMutual Financial Group, has announced the promotion of James Madera to Managing Partner year. “Jim has over 35 years of experience in the industry...

 

Sunday, December 31, 2017

As the holiday season kicked into full gear, our advisors and staff stepped up to the plate to help those less fortunate by collecting toys for Family Central. Jeremy Straub, CEO of Coastal Wealth, who chaired this year’s toy...

 

Friday, December 1, 2017

Alejandro Mendieta was honored at the 2017 Hispanic Heritage Awards by the Boys Scouts of America. Alejandro is a Managing Director at Coastal Wealth, a member of the MassMutual Financial Group. The Hispanic Heritage Awards coincides...

 

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Wednesday, November 1, 2017

FORT LAUDERDALE, Fla. (Oct. 26, 2017) – Coastal Wealth, a member of the MassMutual Financial Group, has announced the acquisition of Arven Financial, a Miami-based financial firm focused on insurance and estate planning. Founded...

 

Monday, October 23, 2017

Lifetime Planning Income By Howard Wolkowitz How do you create an income stream that you cannot outlive? Lifetime income planning considers your assets; your liabilities; and your potential, possible, and predictable income during...

 

Monday, October 9, 2017

Coastal Wealth, a member of the MassMutual Financial Group, recently unveiled its new website to better serve its financial planning customers through the use of cutting edge technology. We...

 

Tuesday, August 29, 2017

Real Estate Developers are often in a favorable income tax position due to depreciation and other income tax deductions that shelter a great deal of their income. This is particularly true during the early years of a project. Because...