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Life Planning

Your life is constantly changing, so are your finances

At OE Federal Credit Union we realize that life is a roller coaster. Sometimes we go through turns and loops, sometimes we are going fast and sometimes we are going slow, but our lives are constantly evolving. This can cause a struggle when it comes to finances, and OE Federal would like to help.

Getting Married

If you are in the process of getting married, congrats! OE Federal would like to help make this transition as easy as possible by giving you a resource to help understand how to better manage your money and tackle the decisions you are making financially as a couple. Click here to get specific financial advice for couples getting married.


Becoming a parent is one of the greatest gifts life can give us, but it is also one of the most complicated. Between ballet lessons, school sports, piano lessons, and college, having a child adds some financial challenges. Don’t face those challenges alone; OE Federal is here to help. Click here to get an in-depth look at the best way to manage your finances for your child’s well-being and your own.


After years of putting your heart and soul into your work, it’s finally time for your big break: Retirement. Although this is something to be celebrated, it can make financial planning challenging. Trying to understand the difference between 401(K), Pension, and IRA’s can be even more difficult. Click here to learn more about money management during your retirement, and how to stretch your dollar to live the retirement you have always dreamed of. You can also click here to learn more about OE Federal’s products and services to help you plan ahead for your retirement. 

Turning Points

OE Federal believes in assisting you in different stages of life. Below is a helpful guide on how to become a personal executor for a loved one should the need arise, along with useful resources.



Your financial wellbeing is important to us. That's why we work with BALANCE, our financial fitness partner. BALANCE Counselors are available to assist you with life's milestones or with any budgetary needs. Counselors are trained in creating savings goals, budgets, and more. You can view their online material 24/7 online or you can speak to a counselor for a one-on-one session over the phone. This is a free service to all OE Federal members. So go ahead, contact BALANCE at 800.456.2227.


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