Someone in this stage is perhaps in the best time of her life. She probably has children and a circle of friends, which makes life enjoyable and keeps things interesting. She is gainfully employed and is now seeing the need for retirement planning. Financial concerns may include buying additional vehicles for the kids, paying college tuition, and contributing to retirement plans and IRAs. She may also be looking for ways to invest the money that she has earned so that it will continue to grow. She is trying to tie up loose ends so she can enjoy a secure retirement surrounded with the people and things that she loves.
* Included with WinWin Checking
† Investment services are not FDIC insured, not guaranteed by Legacy Bank, and could involve possible loss of principal.
All checking accounts available as joint accounts.
See account brochures and disclosures for details on Legacy account products.