Welcome to Hudson Financial Associates
Hudson Financial Associates, LLC is a privately held financial services firm. Our experienced team of professionals provides investment management services and retirement planning for individuals, families, trusts, and corporations (ie. 403(b), 401K plans, and pension plans). Additionally, we provide advice on important financial and wealth preservation issues, including: Retirement Planning, Estate Planning strategies*, Insurance, and College Funding strategies.
Customized financial plans coupled with a full array of products and services available through our broker dealer, Voya Financial Advisors, aid in our ability to meet your long-term financial goals and objectives. We maintain close relationships with clients and provide a high level of service.
*Neither Voya Financial Advisors, Inc. nor its representatives offer tax or legal advice. Please consult with your tax and legal advisors regarding your individual situation.
Newsletters
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Avoiding Probate with a TOD Deed and TOD Account
In many states, a transfer-on-death (TOD) deed and/or account can help avoid probate without the cost and complexity of a trust.
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QLACs: Your Retirement Accounts Can Act Like Pensions
With a qualified longevity annuity contract, or QLAC, a retiring worker can use a portion of their tax-deferred savings to set up a lifetime income stream that begins at an older age.
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Key Retirement and Tax Numbers for 2025
This article outlines some important IRS cost-of-living adjustments for 2025.
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Debt After Death: What Happens to Debt When Someone Dies?
This article provides an overview of how debts are settled after the death of a loved one.
Calculators
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Savings Goals
How much do you need to save each year to meet your long-term financial goals?
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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?
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Estate Taxes
Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.