Huddleston Smith Wealth Management

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Taxing Social Security Benefits: Clearing the Confusion

The One Big Beautiful Bill Act did not change the rules for taxing Social Security benefits, but it did create a new deduction for seniors that could help reduce their tax burden.
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.
Balancing Life in the Sandwich Generation

The day-to-day demands of supporting multiple generations can take a toll, but planning and support might help achieve a workable balance.
No More Groundhog Day for Your Finances: Time for a Financial Wellness Checkup

Financial habits can repeat themselves, month after month and year after year, until we consciously break the pattern.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
College Funding

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

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