Huddleston Smith Wealth Management

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ETFs Are Closing the Gap with Mutual Funds

Investor demand for exchange-traded funds (ETFs) has increased rapidly over the last decade due to attractive features that set them apart from mutual funds.
Just Your Average Millionaire

The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.
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.
Traditional or Roth Contributions? Think It Through for Future You

When a workplace retirement plan offers both Traditional and Roth accounts, it may help to understand their key features and distinctions.

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.
Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.
Retirement Portfolio Lifespan

How Long Will Your Funds Last?
Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.