Life Stages

Maybe you just landed that dream job, are buying your first home or starting a family. No matter what, we've got you covered every step of the way. SAFE has content, guides, and resources to help you navigate life's roadmap successfully!

Life happens. Let's do this together.

SAFE is here to support your financial goals no matter what stage of life you're in. Whether you're just starting out or already navigating life's big milestones, we've got your back. Here you'll find tools and resources designed to help you tackle whatever life throws your way. Remember, your SAFE family is right here, ready to support you every step of the journey! 

Here, you can explore a heap of helpful information about the following topics:


Death of a Loved One - Account Settlement & Bereavement Support

The death of a loved one is never easy. SAFE's Bereavement Guide is a compassionate resource offering step-by-step guidance on navigating the sensitive process of handling your loved ones' accounts. From understanding the account settlement process to providing compassionate guidance, we're here to help you every step of the way.

Getting Married

  • A couple sitting at a computer with paperwork. The man has a small white dog on his lap.
    Just as Cupid's arrows inspire love when they hit their mark, focusing on a shared savings target can help couples achieve financial success with similar precision and effectiveness. But saving money...
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  • man wearing a suit and glasses with a rock on his back that says DEBT.
    If you’re gearing up to buy your first home and have your first child, all while finding yourself with a sizable chunk of student loan and credit card debt, you might be a millennial. The millennial...
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Raising a Family

  • young girl smiling at the check out
    With National Credit Union Youth Month approaching in April, now is an ideal time to teach little ones about saving money. Learning smart money management skills at a young age builds their confidence...
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  • Child on laptop with a dark image of a thief on the screen
    As a parent, you have hopes and dreams your young child will grow up and be able to enjoy “the good life” or at least an existence on par with your own. This might mean an enjoyable career, safe...
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  • Young Male High School Graduate
    College expenses can weigh heavily on students and families. Tuition, fees, and housing are just a few costs that add up fast. Despite the availability of scholarships and grants, many families are...
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  • mom and daughter sitting at a table looking at paperwork
    If you have a college student heading to campus this fall, make sure you have the money talk before they hit the road. Many students don't understand how today's money moves can mean headaches years...
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Retirement Planning

  • man on a bike at a stop sign
    Market volatility and high inflation can bring retirement dreams to a screeching halt. Approaching Life 2.0 with a dwindling portfolio balance places you at a financial intersection — either postpone...
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  • Senior man and woman on a roller coaster
    If you’re consistently saving money for retirement — congratulations! You might be financially ahead of the 75% of Americans who believe they won’t have enough money to live comfortably after they...
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  • Man with white beard wearing sunglasses throwing money. How much do you need to retire?
    Have you started planning for your retirement? An even bigger question is, “Do you know how much money you’ll need for retirement?” Most people don’t have real grasp on the answer. So, how can you...
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Golden Years & Estate Planning

  • senior woman looking confused at her smart phone
    Scam artists have no boundaries. They target vulnerable people of all ages. If there’s money to be stolen, crooks will devise a scheme to steal it. Swindlers use emotional manipulation to rob seniors...
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  • mother and young daughter hugging
    An employer-sponsored life insurance policy could pay for funeral expenses in the event of an employee’s premature death. However, many families are often surprised to learn of the substantial...
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  • home with a blue print overlay
    Imagine waking up every morning in the South Carolina home you've always dreamed of. When you have complete control over the design and features, you can tailor a home to meet your specific tastes and...
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