The dawn of a new year is perfect for a fresh look at your personal and family finances. It’s the right time to reassess goals. Whether planning to save for a dream vacation, tackle debt, or simply manage your money more effectively, Coastal Credit Union has everything you need to help you keep your financial resolutions.
Here are 7 ways Coastal Credit Union can help you and your family stay on track.
1. Set Clear Goals with Family Financial Planning
Coastal Credit Union believes in teamwork. Family budgeting tools, designed for elementary and middle school students, make money management a fun, collaborative experience. By involving children in the budgeting process, you not only teach them valuable skills but also work together to achieve shared financial goals like saving for a vacation or building an emergency fund.
2. Boost Your Savings
Everyone wants growth and security. Coastal offers high-yield savings accounts and certificates that make saving easier and more rewarding. Whether you’re building an emergency fund or saving for a specific goal, these accounts provide competitive rates to help you maximize your financial potential.
3. Save on Taxes, Plan for the Future*
Tax season can be daunting. Coastal Credit Union simplifies the process with discounts on TurboTax® and H&R Block® services. Members can save up to 20% on TurboTax® and enjoy up to $25 off H&R Block® in-office tax preparation. Coastal can help you explore tax-advantaged savings options like IRAs to reduce taxable income while planning for retirement.
4. Smart Spending with Budgeting Tools
Coastal Credit Union provides resources designed to help you manage your income, track expenses, and build better financial habits. This can help create a spending plan that aligns with your resolutions and gives you greater control over your finances.
5. Exclusive Perks
Membership comes with benefits that help you save while enjoying life. Take advantage of discounts to local events, including Carolina Hurricanes hockey games. Explore free or affordable activities like hiking at Eno River State Park or ice skating at Red Hat Amphitheater. These opportunities let you enjoy life without compromising financial goals.
6. Long-Term Goals with Coastal’s Loan Solutions**
Dreaming of homeownership, a new car, or pursuing higher education? Coastal Credit Union offers low-interest loans and flexible terms. We make applying for loans simple with online tools designed to save you time and effort.
7. Resolutions Become Reality
More than a financial institution, Coastal Credit Union is your partner for financial success. Our representatives are ready to help identify strategies and tactics to achieve your resolutions. Schedule an appointment to discuss your goals and explore customized solutions tailored to your needs.
Make 2025 Your Best Financial Year Yet
Coastal Credit Union’s resources, expert guidance, and exclusive member benefits turn your resolutions into lasting achievements. Take the next step toward financial wellness today. Bank Better to Live Better.
For a look at all our products and services visit www.COASTAL24.com.
Founded more than 50 years ago by a small group of IBM employees in Raleigh, NC, today’s Coastal Credit Union has the privilege of serving more than 330,000 members and has become a leading financial institution in the state, exceeding $5 billion in assets. As a member-owned, community-focused not-for-profit, we believe in superior service, convenience and making products more equitable and easily accessible. We offer 24 local branches, 5,600 shared branches nationwide, a national network of 30,000 surcharge free ATMs, and the efforts of 500 dedicated employees. Federally insured by NCUA. Equal Housing Lender. Equal Opportunity Employer. NMLS # 619449.
*Coastal does not provide tax advice. Consult a tax professional for specific tax planning advice.
**All loans are subject to approval. Terms and conditions apply.
