Learning Resources
Read, absorb, grow in your financial wellness journey.
At Allegacy Federal Credit Union, we are focused on promoting financial health within our membership, staff and community. When you’re in charge of your financial future, we’re happy. We invite you to browse the content below – which is loaded with on-demand financial tips and resources – to help you meet your goals.
Budgeting
Free tools + guidance designed to offer the information you need to make wise choices, navigate debt the smart way and take control of your finances.
Calculators
Crunch the numbers, find the answers… on rent vs. buy, debt consolidation and more.
Security Tips
Protect your data using tips, new and popular resources and our most recent updates on emerging security threats.
Newsletters
Find our latest newsletter and past issues featuring updates from our CEO and the latest product offers.
Financial health, it makes cents.
Let Allegacy help you along your financial wellness journey with Enrich, an interactive financial education tool. Mobile and tablet enabled, Enrich delivers dynamic content and lessons on a range of personal finance topics that enhance your financial wellbeing.
- Create your profile to unlock custom financial tools + courses
- Complete your Financial Wellness Checkup for a personalized learning plan
- Enter the $1000 Monthly Challenge to learn more + possibly win a prize
Activities
Challenge yourself or teach others to grow in their financial knowledge with these engaging activities.
The simple lessons you teach today will give your kids a solid foundation for making a lifetime of smart financial decisions. Lessons like how to save and when to spend; the importance of money as a tool to becoming your best. And open a Beginners Best Kids Savings Account today to put those lessons in motion! Download activities to enjoy with your kids »
A lot can happen in 12 weeks. Challenge yourself by choosing one of three savings plans. If you stick with it, you’ll be able to sock away a healthy total! Download an overview with resources you can customize »
Take this self-assessment to identify your financial health score in the areas of spend, save, borrow, and plan. Download the FinHealth Survey and then schedule an appointment to review the results of your survey and explore specific strategies for improving your financial health.
Take a mindful approach toward addressing your debt situation once and for all. To participate in the challenge, simply following these three easy steps:
- Download the Debt Freedom Challenge Spreadsheet to quantify your debt, determine a timeline, and develop your repayment strategy
- Download the Debt Freedom Challenge Action Plan to move ideas into action plus track and celebrate your weekly progress
- Read and absorb Keeping Debt Manageable for the tips, tools, and encouragement you need to be successful
Take control of your finances
Looking for more ways to enhance your financial health? Take advantage of our educational videos!
Gas Savings
Look for simple ways to stretch your gas dollars.
Grocery Savings
Small changes can add up to savings at the grocery store.
Inflation Tips
Adjust your habits and goals to keep up with inflation.