Huddleston Smith Wealth Management

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A Critical Combo: Life Insurance with Long-Term Care Benefits

Although long-term care insurance is typically a “use-it-or-lose-it” proposition, these alternatives can help pay for care if it’s needed or provide a death benefit for beneficiaries if it’s not.
Watch for These Hazards on the Road to Retirement

The road to retirement is typically not a smooth ride. This article looks at five potential risks that can slow progress along the way.
Indexed Annuities: Potential for Growth with Some Downside Protection

This article provides an overview of indexed annuities.
The United States Is Older Than Ever Before

The median age of the U.S. population rose to a record high in 2022, a demographic trend that has implications for the economy and government programs like Social Security and Medicare.

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.
Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 73.
LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.
Taxable Equivalent Yield

Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.