Hudson Wealth Management

05/28/2026

There's a moment early in retirement that catches many people off guard.

You wake up… and there's nowhere you need to be.

At first, that quiet feels wonderful. After years of deadlines and responsibility, it's a relief.

And then the question comes:

Now what?

If that feels familiar, you're not alone. Retirement isn't just a schedule change. For many people, it's an identity shift.

The first year isn't about having everything figured out. It's about finding your rhythm.

05/25/2026

Memorial Day is a time to pay tribute to those who made the ultimate sacrifice in service to the United States. They will always be remembered. Wishing you and your loved ones a peaceful Memorial Day holiday.

05/20/2026

Every earnings season is different, but the influence of a handful of companies is undeniable.

04/24/2026

Are you prepared for each season? We can help!

04/21/2026

Let us help you with your family plan!

04/10/2026

Our mission at Hudson Wealth is to help you to be good stewards of your financial resources and maximize the impact you have for your family, community and legacy.

Whether you’re working toward retirement, college planning, estate goals, or legacy preservation, our team is here to guide you every step of the way.

04/05/2026

It’s 10 days until Tax Day. A busy person like you might find themselves filing your taxes in the final stretch for many reasons. Don’t sweat it! Get your paperwork together, talk to your trusted tax professionals, and remember that filing for an extension is possible before April 15th!

04/05/2026

He is Risen indeed! Happy Easter! Today we celebrate the victory of life over death, hope over fear, and love over all. May your heart be filled with peace, joy, and renewed faith this Easter.

04/01/2026

What if your most expensive tax decision in 2026 happens long before you file your return?
Tax prep looks backward; tax strategy looks ahead, and that gap is where real after-tax outcomes get decided.

A few high-impact levers to keep on the radar:
➡️ When Income Lands: Timing bonuses, self-employment income, and retirement distributions can help manage brackets.

➡️ How You Might Save: Consider taking advantage of the higher 401(k) limits in 2026 and catch-up provisions—but be sure to look into whether you need to use a Roth for those catch-up contributions.

➡️ Where Giving Shows Up: New rules change how charitable gifts and Adjusted Gross Income (AGI) limits work together.

➡️ What You Do in Down Markets: Tax-loss harvesting can turn volatility into a tool, not just noise.

➡️ With most retirement accounts, once you reach age 73, you must begin taking required minimum distributions. Roth accounts are the exception. Withdrawal penalties may apply if you take the money before age 59½. Roth IRA distributions must meet a 5-year holding requirement and occur after the account holder reaches age 59½.

Preparing year-round can help shape future cash flow, flexibility, and choices.



Sources:
➡️ https://www.affiancefinancial.com/news/tax-planning-or-tax-preparation-which-do-i-need
➡️ https://www.bdo.com/insights/tax/irs-issues-final-catch-up-contribution-regulations-for-salary-deferrals-in-retirement-plans
➡️https://www.irs.gov/pub/irs-drop/n-25-67.pdf
https://silvertaxgroup.com/donor-advised-funds-strategy/
➡️ https://www.fidelitycharitable.org/guidance/charitable-tax-strategies/bunching-charitable-donations.html
➡️ https://www.bankrate.com/retirement/convert-to-roth-ira/

03/27/2026

There are many ways to climb a mountain, just as there are many styles of investing. Which style suits you? Watch this video to learn more:

Learn about what risk tolerance really means in this helpful and insightful video.

03/17/2026

🍀 Happy St. Patrick's Day! 🍀

Let's celebrate the rich culture and traditions of Ireland with joy and gratitude. Whether you're wearing green, enjoying some Irish music, or cooking up a delicious Irish meal, may your day be filled with luck and happiness!