Hudson Valley Financial Services is an independent, full-service firm located in Kingston, New York offering financial planning, wealth management, corporate retirement plans, and tax preparation services.
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Hig●●●and , New York, 12528
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1 Ap●●●●Lane
Hig●●●and , New York, 12528
United States
View this contact
Brian Ginty
1 Ap●●●●Lane
Hig●●●and , New York, 12528
United States
View this contact
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Hudson Valley Financial Services - Kingston, NY | Home | hvfin.com Reviews
https://hvfin.com
Hudson Valley Financial Services is an independent, full-service firm located in Kingston, New York offering financial planning, wealth management, corporate retirement plans, and tax preparation services.
hvfin.com
Tax Preparation | Hudson Valley Financial Services
http://www.hvfin.com/tax-preparation
At Hudson Valley Financial Services, we feel strongly that tax preparation begins long before you sit down to start preparing your tax filing. Preparation is just that working proactively to assess an individual or business’ financial situation. We help clients to determine the tax implications of upcoming income and events, and then formulate a plan to minimize tax burdens and maximize deductions. Common Estate Planning Mistakes. May 1, 2015. Common Estate Planning Mistakes. May 1, 2015.
Financial Planning | Hudson Valley Financial Services
http://www.hvfin.com/financial-planning
According to the 2013 Household Financial Planning Survey conducted by the Certified Financial Planner Board of Standards (CFP Board) and the Consumer Federation of America (CFA), only 32% of respondents indicated they have a financial plan in place. Nearly 42% taking the survey reported that they had less than one month saved for emergency expenses while as many as 28% indicated they had no savings at all. Financial Planning is also more than saving for retirement it should include emergency savings, pr...
Retirement Planning | Hudson Valley Financial Services
http://www.hvfin.com/retirement-planning
The challenge of balancing current lifestyle with the desired retirement lifestyle is a difficult one. Focusing on the short-term can leave individuals woefully unprepared for their retirement while, at the opposite end of the spectrum, worrying too much about retirement income can result in unnecessary present-day sacrifices. Striking the right balance between these two polar approaches can be daunting. Hudson Valley Financial Services can help. Common Estate Planning Mistakes. May 1, 2015. May 1, 2015.
Estate Planning | Hudson Valley Financial Services
http://www.hvfin.com/estate-planning
Hudson Valley Financial Services recognizes that a proper estate plan has several components. Those components should, at a minimum, include a will, power of attorney, trust, and a living will. A living will protects your assets against long-term health care costs, and explicitly instructs caregivers on life-sustaining measures. If there are tax considerations, the creation of a trust will help shelter funds from a high tax burden. Common Estate Planning Mistakes. May 1, 2015. May 1, 2015. Member: FINRA,...
News Archives | Hudson Valley Financial Services
http://www.hvfin.com/category/news
Archive by category News. Common Estate Planning Mistakes. Read this great article about “The 6 Stories Of Problematic Estate Planning”. 8220;According to a 2014 Rocket Lawyer survey, 64% of Americans don’t currently have a will and 55% of them have children leaving the security and financial well-being of millions totally unprotected.”. Read More On Forbes.com. Common Estate Planning Mistakes. May 1, 2015. Common Estate Planning Mistakes. May 1, 2015. 108 North Front Street, 3rd Floor. Kingston, NY 12401.
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Hudson Valley Financial Services - Kingston, NY | Home
Welcome to Hudson Valley Financial Services. Hudson Valley Financial Services is an independent financial planning firm located in Kingston, New York. We look to provide expert advice across a variety of complex financial topics and to help our clients accomplish their retirement objectives. Our services include investment management, financial planning, retirement planning, tax preparation, insurance planning, and estate planning. Common Estate Planning Mistakes. May 1, 2015. Kingston, NY 12401.
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