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When Markets React Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money!

Hanscom Investment Services

Hanscom Federal Credit Union recognizes that your investment needs may go beyond what traditional financial institution products can offer. Our association with LPL Financial, a leading provider of investment and insurance products and services allows us to offer the solutions you need from a source you can trust.

Built on the principles of honesty, integrity, and value, we are focused exclusively on the needs of our members.

  • One-on-one consulting
    We are dedicated to listening to your individual needs, helping you to make realistic plans, and only then recommending sensible investment solutions to help you pursue your financial goals.
  • Objective professional guidance
    We provide objective advice with no hidden agenda, so the focus remains exclusively on you and your individual investment needs.
  • Full service of investment choices
    We offer a full-service investment program outside of the traditional savings and certificates products offered through the credit union to help meet the varied needs of our members.
  • TSP Consulting and Rollovers
  • Retirement Planning
  • Investment Management
  • 401(k) & IRA Rollovers
  • Education Savings
  • Annuities
  • Life Insurance and much more are available.

Helpful Content

The Other Sure Thing

The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Personal Finance Tips for Military Families

Personal Finance Tips for Military Families

Military families face unique challenges, making personal finance even more critical.

Surprises

Surprises

Making the most of surprises is a great reason to work with us.

 

Four Really Good Reasons to Invest

There are four very good reasons to start investing. Do you know what they are?

Keep Your Umbrella Handy

Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.

Tips for Finding Care for Your Disabled Child

The care of special-needs children continues into their adult years, and may survive the passing of their parents.

Certain Uncertainties in Retirement

The uncertainties we face in retirement can erode our sense of confidence.

Getting a Head Start on College Savings

A few strategies that may help you prepare for the cost of higher education.

Global vs. International: What’s The Difference?

International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.

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Potential Income from an IRA

Estimate your monthly and annual income from various IRA types.

Should I Pay Off Debt or Invest?

This calculator will help determine whether you should invest funds or pay down debt.

Social Security Taxes

Estimate how much of your Social Security benefit may be considered taxable.

Self-Employed Retirement Plans

Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.

What Is the Dividend Yield?

This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.

Federal Income Tax

Use this calculator to estimate your income tax liability along with average and marginal tax rates.

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Your Cash Flow Statement

A presentation about managing money: using it, saving it, and even getting credit.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

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What Can a Million Dollars Buy You?

$1 million in a diversified portfolio could help finance part of your retirement.

The Business Cycle

How will you weather the ups and downs of the business cycle?

Extended Care: A Patchwork of Possibilities

What is your plan for health care during retirement?

The Fed and How It Got That Way

Here is a quick history of the Federal Reserve and an overview of what it does.

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

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