Managing Your Money – The Blog https://blog.coastcapitalsavings.com Wed, 04 Mar 2026 01:04:25 +0000 en-US hourly 1 https://wordpress.org/?v=4.9.10 https://blog.coastcapitalsavings.com/app/uploads/cropped-ccs-logo-512x512-32x32.png Managing Your Money – The Blog https://blog.coastcapitalsavings.com 32 32 Planned giving: a powerful way to give back and build your legacy https://blog.coastcapitalsavings.com/planned-giving-powerful-way-give-back-build-legacy/ Tue, 20 Jan 2026 18:14:15 +0000 https://blog.coastcapitalsavings.com/?p=9023 When we think about charitable giving, we often picture volunteering our time or sending cash donations to groups that help in times of need.  Planned giving on the other hand,…

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]]> Five end-of-year financial best practices to set you up for 2026 https://blog.coastcapitalsavings.com/five-end-of-year-financial-best-practices/ Fri, 05 Dec 2025 17:21:52 +0000 https://blog.coastcapitalsavings.com/?p=8959 2026 is already in sight, and as the year winds down and we get ready to enjoy the holidays, now’s a great time to ensure your finances are in shape…

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]]> What to do with a tax refund https://blog.coastcapitalsavings.com/what-to-do-with-a-tax-refund/ Mon, 26 May 2025 23:42:47 +0000 https://blog.coastcapitalsavings.com/?p=8615 Written by Isaac Veeneman, CFP®, BBA, Associate Financial Planner Receiving a tax refund can feel like free money, and it’s natural to want to enjoy it. Whether you’re thinking about…

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]]> Mortgage myth busters to boost your financial IQ https://blog.coastcapitalsavings.com/mortgage-myth-busters-boost-financial-iq/ Tue, 15 Apr 2025 11:00:14 +0000 https://blog2.coastcapitalsavings.com/?p=187 Congratulations. You’re finally able to afford that mortgage for the house of your dreams, and you’re ready to start your search for the perfect home and the right mortgage to…

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]]> Fixed vs. variable – which mortgage rate is right for you? https://blog.coastcapitalsavings.com/right-mortgage-product/ Tue, 08 Apr 2025 18:31:32 +0000 https://blog.coastcapitalsavings.com/?p=4629 There can be a lot of jargon in the mortgage process, and keeping track of the different products, different dates and different rates can be tough. And because it’s such…

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]]> 5 mortgage FAQs answered by an expert (Janessa) https://blog.coastcapitalsavings.com/5-mortgage-faqs-answered-by-an-expert-janessa/ Tue, 08 Apr 2025 16:51:24 +0000 https://blog.coastcapitalsavings.com/?p=4639 Ah mortgages, a topic near and dear to my heart. Being a relationship manager means that a big part of my job is helping people find the right mortgage. And…

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]]> How porting your mortgage can save you money https://blog.coastcapitalsavings.com/porting-your-mortgage/ Tue, 01 Apr 2025 22:57:55 +0000 https://blog.coastcapitalsavings.com/?p=4057 Are you in your forever home? Do you plan to move sometime soon? Regardless of which life stage you’re in, as a homeowner, the option to port or move your…

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]]> Understanding new mortgage rules https://blog.coastcapitalsavings.com/understanding-new-mortgage-rules/ Tue, 01 Apr 2025 17:50:25 +0000 https://blog.coastcapitalsavings.com/?p=8356 In late 2024, the federal government announced new mortgage rules that could make homeownership more accessible, particularly for first-time buyers. If you’re thinking about buying a home or planning for…

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]]> Wondering where to start to save up for a down payment? https://blog.coastcapitalsavings.com/key-tips-saving-daunting-mortgage-payment/ Tue, 01 Apr 2025 17:03:20 +0000 https://blog.coastcapitalsavings.com/?p=1262 Buying a home is possibly the biggest purchase you’ll ever make. Beyond shopping for a great rate and figuring out what your new monthly budget could look like, you need to…

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