Life Event Articles

Every stage of life has its own financial needs and concerns. The life events on this page can help you target the key financial strategies and issues that are likely to be most important to you in this stage of your life.Contact an Advisor

Starting Out | Getting Married | Changing Jobs | Starting a Family | Saving for Retirement | Saving for College | Long-Term Care Planning | Planning an Estate | Change in Marital Status | Nearing Retirement | Caring for an Aging Parent

Estate Planning

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  • *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. Allegacy Federal Credit Union has contracted with CFS to make non-deposit investment products and services available.