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 Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Buying vs. Leasing a Car
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Acres of Diamonds
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
A Brief History of Estate Taxes
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Spotting Credit Trouble
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Social Security: The Elephant in the Room
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
Filing Final Tax Returns for the Deceased
The federal government requires deceased individuals to file a final income tax return.
Please Leave Home Without It
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
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Doubling Your Money
This calculator demonstrates the power of compound interest.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Paying Off a Credit Card
Enter various payment options and determine how long it may take to pay off a credit card.
Bi-Weekly Payments
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
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Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
Rightsizing for Retirement
What does your home really cost?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.