Financial Education Center

Putting the financial tools you need right at your fingertips.

Top-notch Financial Resources

We care about bringing great financial education to our members. That’s why we’ve partnered with EverFi, a financial education leader to provide a variety of training modules. These interactive learning tools are loaded with valuable information that’s easy to find. You can access them on your laptop or mobile device, wherever you go!

Not sure where to begin?
Finding the perfect module can be challenging, but it doesn’t have to be!


Building Financial  Capability Icon

Building Financial Capability

What You’ll Learn About: 

  • Budgeting for families​
  • Creating a budget
  • Debt management
  • Family conversations about money
  • Healthy financial habits
  • Identity protection
  • The basics of taxes
Financial Caregiving icon

Financial Caregiving

What You’ll Learn About: 

  • Becoming a financial caregiver
  • Expectations of a financial caregiver
  • Planning for a financial caregiver
  • Preventing elder financial abuse 
  • Reporting elder financial abuse
Financial Foundations Icon

Financial Foundations

What You’ll Learn About: 

  • Car Loans
  • Checking Accounts
  • How to manage your credit cards
  • Prepaid credit cards
  • Mobile and online banking
  • Preventing overdraft fees
  • Why you should pay more than the minimum balance on your credit card
Investing in Your  Future Icon

Investing in Your Future

What You’ll Learn About: 

  • Using a 529 plan to save for college
  • Paying for college
  • Managing volatile income
  • Building emergency savings
  • Certificates of deposit
  • Health Saving Accounts
  • Mindful living 
  • Savings accounts 
  • Shopping for insurance 
  • Sustainable investing
Owning a Home Icon

Owning a Home

What You’ll Learn About: 

  • Buying a home
  • Considering homeownership
  • Investment property 
  • Mortgages 
  • Reverse mortgages 
  • Refinancing your mortgage
Preparing for  Retirement Icon

Preparing for Retirement

What You’ll Learn About: 

  • 401(k) plans
  • Maximizing retirement savings
  • Estate planning
  • FIRE lifestyle
  • Individual Retirement Accounts (IRAs)
  • Planning for retirement
  • Wealth transfer
  • When to collect social security 
Small Business  Essentials Icon

Small Business Essentials

What You’ll Learn About: 

  • Developing a business plan
  • Financial well being for entrepreneurs
  • How businesses obtain credit
  • How businesses use credit 
  • Small business banking services 
  • Small business financial statements
Student Financial  Basics Icon

Student Financial Basics

What You’ll Learn About: 

  • 529 plans
  • Checking accounts 
  • Creating a budget
  • Credit cards
  • Credit scores and reports 
    Identity protection 
  • Mobile and online banking 
  • Paying for college 
  • Paying student loans 
  • Savings accounts


Visit our 'how to' blogs for more financial resources.

Are You Ready to Bank Without a Branch?

  • Watch our online tutorials to learn how easy it can be to bank on the go.

  • Learn everything from how to deposit a check using our Coastal Mobile App to how to transfer money through Online Banking (and everything in between)! 

  • Download the Coastal App today:
    Download on the App Store   Get It On Google play
Youtube video on auto buying tips and tricks

Watch our Auto Buying Tips & Tricks Webinar

  • Learn from auto buying experts in this webinar as they share valuable tips and tricks to help you buy or refinance your vehicle. 

  • Get insight on the steps you should be taking before you buy or refinance a car, as well as learn how to improve your credit score to help you get the best rate possible. 

Youtube video about accelerating your IRA growth

Explore a variety of Coastal Wealth Management’s* Webinars & Seminars

  • Attend a seminar to learn actionable financial well-being tips to help you along your financial journey. 

  • Watch a webinar to stay up-to-date on the latest financial advice. 

See our Daymark Realty Seminars

  • Looking to buy or sell your home? Sign up for one of Daymark Realty’s informative seminars to help prepare you to make the right choice.
Youtube video about how to save money when you are in debt

2 Minute Tuesday Videos

Learn financial tips and tricks in just a span of 2 minutes: 

The Coastal App alone has made everything super simple and easy to manage. I rarely ever physically go to the bank but I feel like I'm completely in control of my money and how it's managed.
Alyssa P.

*Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member FINRA / SIPC) and SEC Registered Investment Advisor. Products offered through CFS: are not NCUA/NCUSIF or otherwise federally insured, are not guarantees or obligations of the credit union, and may involve investment risk including possible loss of principal. Investment Representatives are registered through CFS. Coastal Credit Union has contracted with CFS to make non-deposit investment products and services available to credit union members.CFS representatives do not provide tax or legal guidance. For such guidance please consult with a qualified professional. Information shown is for general illustration purposes and does not predict or depict the performance of any investment or strategy. Past performance does not guarantee future results. 

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