Huddleston Smith Wealth Management

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Retroactive Social Security Benefits: A Chance to Turn Back Time

Beneficiaries who postpone claiming Social Security past full retirement age have the option of receiving a lump-sum payment for up to six months of benefits when they finally apply.
HOT TOPIC: The Fed Finally Cut Interest Rates

The Fed’s first rate cut of one-half percentage point in four years marks a critical juncture for the economy, with significant implications for consumers, businesses, and investors.
Year-End 2024 Tax Tips

Here are some things to consider when weighing potential tax moves before the end of the year.
FAFSA for 2025-2026 School Year Opens December 1

Following a disastrous rollout last year, this article provides tips for submitting the redesigned Free Application for Federal Student Aid (FAFSA) for the 2025–2026 school year.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.
Tax-Deferred Savings

Compare the potential future value of tax-deferred investments to that of taxable investments.
Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.
College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.