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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SECURE 2.0 Makes It Easier to Give and Receive
The SECURE 2.0 Act modified the rules for qualified charitable distributions to allow funding a charitable gift annuity or charitable remainder trust from an IRA.
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Managing Medicare Out-of-Pocket Costs
This article looks at the two different and mutually exclusive options Medicare beneficiaries have to help control retirement health-care spending: Medigap and Medicare Advantage.
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On the Move Again: International Travel Tips
Are you planning a foreign vacation? This article offers some suggestions that might help keep it on track.
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A New Year, A New Opportunity to Save with a 529 Plan
This article explains how a 529 plan can help a family save for college, including recent changes that have made these plans more flexible.
Calculators
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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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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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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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Life Insurance
How much life insurance would you need to produce a sufficient income stream for your family?