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Once Upon a Goal A New Way to Look at Your Bucket List Surprise! You’ve Got Money! RE: Retirement

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

What If You Get Audited?

What If You Get Audited?

The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.

Estate Management 101

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate

Universal Life Insurance

Universal Life Insurance

Universal life insurance is permanent insurance with a flexible premium. Here's how it works.

 

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

The Economic Journey of Your Morning Coffee

Few contemplate the complex journey that brought their coffee from farm to kitchen table.

Systematic Withdrawals in Retirement

Taking regular, periodic withdrawals during retirement can be quite problematic.

Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

Trends in Charitable Giving

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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Comparing Mortgage Terms

Estimate the total cost in today's dollars of various mortgage alternatives.

My Retirement Savings

Estimate how long your retirement savings may last using various monthly cash flow rates.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

Federal Income Tax

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

Inflation & Retirement

Estimate how much income may be needed at retirement to maintain your standard of living.

Saving for Retirement

This calculator can help you estimate how much you may need to save for retirement.

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Keys to Investing for Retirement

There are some key concepts to understand when investing for retirement

Managing Your Lifestyle

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

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

Investment Strategies for Retirement

Investment tools and strategies that can enable you to pursue your retirement goals.

An Inside Look at Retirement Living

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

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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Emerging Market Opportunities

What are your options for investing in emerging markets?

To Buy or Not to Buy

The decision whether to buy or rent a home may have long-term implications.

Saving for College 101

Here’s a crash course on saving for college.

It Was the Best of Times, It Was the Worst of Times

All about how missing the best market days (or the worst!) might affect your portfolio.

When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Keeping Up with the Joneses

Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?

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