About: Rob Belmont

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June 2022 Newsletter

Timely Topics: This month’s client newsletter focuses on inflation, home equity, buying a vacation home, and withholding from your paycheck. Coastline Trust Company June 2022 Newsletter
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May 2022 Newsletter

Timely Topics: This month’s client newsletter focuses on the Social Security program, your retirement elevator pitch, food inflation and how to avoid probate. Coastline’s May 2022 Newsletter
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April 2022 Newsletter

Timely Topics: This month’s client newsletter focuses on employment, Social Security benefits, financial planning via a baseball metaphor, and what you should think about before leaving an employer. Coastline April 2022 Newsletter
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March 2022 Newsletter

Timely Topics: This month’s client newsletter focuses on inflation, Exchange Traded Funds (ETFs), the 2022 tax numbers, and the growing number of buy now pay later (BNPL) firms. Coastline’s March 2022 Newsletter
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February 2022 Newsletter

Timely Topics: This month’s client newsletter focuses on inflation, keeping a strategic plan during times of volatility, balancing conflicting financial goals, and taxes. Coastline’s February 2022 Newsletter
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