Life is Good! Retirement Lifestage

Life is Good! Retirement Lifestage

It’s finally here! The days of no alarm clocks and no set schedule are all yours. So, what do you do now? Anything and everything! Your retirement plan has put you in the perfect position to enjoy life to its fullest. You finally have time to tackle that booklist you’ve been saving. Or maybe exploring your local community or state has been on your bucket list. Or you want to venture out a little farther and see more of the United States or even other countries on this beautiful planet. Maybe you don’t want to venture at all. Maybe you want to stay close to home and give back to the community through volunteering or getting back into the swing of your golf game. The world is yours and you have the time and money to fulfill your dreams, whatever they may be.

Over the years, you’ve learned a lot about sticking to your budget and it’s just as important to maintain a healthy one now. Money market accounts and certificates are still a safe place to keep your money these days. If you have grandchildren, you may be considering helping them with college costs. And remember, it’s never too early to develop a plan for wealth transfer. Allegacy has many resources to help you plan for all of life’s stages. Not only is our staff willing and ready to answer your questions, we also offer workshops on many topics throughout the year. Visit our website to learn more.

Now get back to doing what you love!

The information contained above is for informational purposes only and is provided as a service to our members, and is not legal or tax advice. Some links included on this page route to sites owned by an independent third party unaffiliated with Allegacy. Such links are provided only as a convenience. Allegacy does not manage the operation or content of third-party websites and is not responsible for the privacy or security policies on third-party sites. Beware of disclosing personal or account information.

Some links included on this page route to sites owned by an independent third party unaffiliated with Allegacy. Such links are provided only as a convenience. Allegacy does not manage the operation or content of third-party websites and is not responsible for the privacy or security policies on third-party sites. Beware of disclosing personal or account information.

Non-deposit investment products and services are offered through CUSO Financial Services, L.P. (“CFS”), a registered broker-dealer (Member [external link=”http://www.finra.org/”]FINRA[/external]/[external link=”http://www.sipc.org/”]SIPC[/external]) 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 to credit union members.