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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New RMD Rules Give Retirement Savings More Time to Grow
This article explains the rules for required minimum distribution from tax-deferred retirement accounts with an emphasis on the new provisions of the SECURE 2.0 Act.
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Understanding Life Insurance
Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.
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Mutual Funds: What’s in Your Portfolio?
Mutual funds offer a convenient way to invest across a wide range of market activity. This article provides an overview of different types of mutual funds in order of typical risk.
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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Tax-Deferred Savings
Compare the potential future value of tax-deferred investments to that of taxable investments.
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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.