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In The Media
Planned Giving Council
Topic: Vital Role of Tax Diversification in your Financial Planning
November 20, 2024
Podcast for Coastal Wealth about Financial Education
See Instagram Video on below link. https://www.instagram.com/mycoastalwealth/reel/C-vLNNROaAI/
August 17, 2024
Podcast for Proseer with Jeffrey Rudner
In this episode, Jeff Rudner, Co-Founder of Proseer, and Chad Tourin, President of Coastal Wealth's Private Client Group and a seasoned profession
July 29, 2024
Podcast on the Wealth Future Lawyer
Season 1 E 11 Crushing Law School Debt: Chad Tourin on a Game-Changing Strategy
November 30, 2023
Online Calculators
Recent Blog Posts
Estate Planning Basics: What You Need to Protect Your Family
Preparing for the future is one of the most meaningful ways to care for your loved ones. Estate planning allows you to decide how your assets will be
November 10, 2025
Top Financial Planning Moves to Make Before Year-End
As the year draws to a close, many individuals and families reflect on their financial progress and prepare for what’s ahead. The final months of th
October 20, 2025
Investment Strategies for Building Long-Term Wealth
Building lasting financial security requires more than short-term gains or impulsive decisions. It demands patience, discipline, and a clear understan
October 10, 2025
What Is a Trust and How Does It Work?
A trust is a legal arrangement that enables one party, the trustee, to hold and manage assets on behalf of another, the beneficiary. People often esta
September 20, 2025
Pros and Cons of Annuities: An Honest Breakdown
Annuities are often marketed as a reliable way to help generate long-term income, particularly for individuals planning their retirement. While they c
September 10, 2025
Steps to Create a Smooth Business Succession Plan
For many business owners, the day-to-day demands of running a company take priority over long-term planning. But when the time comes to retire, sell,
August 20, 2025
Questions to Ask Before Hiring a Financial Planner
Managing your finances is not just about budgeting or investing; it's also about understanding your financial situation. It involves aligning your dec
August 10, 2025
How Business Owners Should Plan for Retirement Differently
Running a business means carrying both the vision and the responsibility. While many professionals rely on employer-sponsored retirement plans, busine
July 20, 2025
Smart Strategies for Tax-Efficient Gifting to Family
At KINNECT Financial, we help individuals and families make thoughtful decisions that build lasting wealth. Gifting to family members is not only a me
July 10, 2025
Podcasts
Advisors not Communicating with Each Other
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, we explore a critical issue many business owners
December 04, 2025
Not Having a Shareholder & Buy-Sell Agreement
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, we address a foundational issue that many busine
November 27, 2025
Commingling Business and Personal Accounts
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, we examine one of the most common but dangero
November 20, 2025
Putting all the Money in Business
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, Barry and Chad address a common but serious fina
November 13, 2025
Not Implementing Things to Retain Top Talent
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, Barry and Chad explore a costly but often overlo
November 06, 2025
Failure to Max Out Retirement
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, Barry and Chad highlight a common but costly ove
October 30, 2025
Entity Selection Mistakes & Their Risks in Asset Protection
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, Barry and Chad examine one of the most consequen
October 23, 2025
Tax Planning Mistakes Business Owners Must Avoid to Remain IRS Compliant
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, Barry and Chad take a deep dive into the tax pla
October 16, 2025
Buy Sell Agreement Funded or Not Funded
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, Barry and Chad tackle a critical question many b
October 09, 2025
Top 10+ Business Planning Mistakes Part 1
In this episode of the Coordinated Counsel podcast, co-hosted by KINNECT Financial and Haimo Law, we break down the top business planning mistakes
October 02, 2025
Podcast for Coastal Wealth about Financial Education
See Instagram Video on below link. https://www.instagram.com/mycoastalwealth/reel/C-vLNNROaAI/
August 17, 2024
Podcast for Proseer with Jeffrey Rudner
In this episode, Jeff Rudner, Co-Founder of Proseer, and Chad Tourin, President of Coastal Wealth's Private Client Group and a seasoned profession
July 29, 2024
Podcast on the Wealth Future Lawyer
Season 1 E 11 Crushing Law School Debt: Chad Tourin on a Game-Changing Strategy
November 30, 2023