Financial Planning Video Learning Library

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Watch and Learn

North Shore Bank and Coastal Capital Group Inc are pleased to provide online videos relating to a variety of timely and highly relevant financial planning topics. These informative sessions are designed to help you create a strategy to help you meet your financial goals. Updated on a regular basis, check back often to see the latest additions.

To begin watching, simply click on one of the buttons below and register.
 
Young couple attending online video conference about managing debt and budgeting
MANAGING DEBT
  • Good debt vs bad debt?​
  • How to build and maintain a healthy budget
  • The role of your credit score
  • Strategies used to pay off debt
Watch Video
Person completed a Medicare puzzle
UNDERSTANDING MEDICARE
  • How can the decisions you make about Medicare affect your retirement
  • What are the key things you need to consider when deciding on which Medicare coverage is right for you
  • What's your share of the cost for services
Watch Video
Couple discussing retirement planning changes
RETIREMENT PLAN CHANGES
  • What are the SECURE and CARES Acts
  • How this new legislation will affect your retirement planning
  • What you need to know and do
Watch Video
Computer screen showing market volatility
MARKET VOLATILITY
  • Understanding today's market
  • Investing in a volatile environment
  • What you can do to keep your investments on track
Watch Video
Couple on a laptop reviewing social security requirements
UNDERSTANDING
 SOCIAL SECURITY
  • What is Social Security and what benefits can I expect?
  • At what age should I take Social Security?
  • How might Social Security fit into my retirement plan?
Long-Term Care image - financial planning video library
THE BASICS OF LONG-TERM CARE
  • Why might Long Term Care be important to me?
  • What Long Term Care options are available?
  • What is the cost associated with Long Term Care?
Watch Video
Estate Planning Image - Tablet with financial planning screen
INTRODUCTION TO
ESTATE PLANNING
  • What is Estate Planning?
  • Can I benefit from an Estate Plan?
  • How do I control my assets and pass them on per my wishes?   
Watch Video
College Planning Webinar graphic - recent graduate
A BEGINNER'S GUIDE
TO COLLEGE PLANNING
  • ​What are the costs for different kinds of colleges?
  • How much will I need to save?
  • What are the most advantageous accounts for college savings and investing?
  • How does financial aid work?
Year-End Financial Planning concept - man jumping across a chasm
TAKE CONTROL OF YOUR FINANCIAL SUCCESS IN 2021
  • What actions you can take before year-end that may benefit your financial plan
  • ​What strategies you can use to set and accomplish realistic financial goals
  • How you can keep yourself on track
NOT A DEPOSIT, NOT FDIC INSURED, NOT INSURED BY ANY FEDERAL GOVERNMENT AGENCY,
NOT GUARANTEED BY THE BANK, MAY GO DOWN IN VALUE


Investment advisory services offered through Coastal Capital Group, Inc., a Registered Investment Adviser. Coastal Capital Group, Inc., and North Shore Bank are not affiliated

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