Huddleston Smith Wealth Management

Newsletters

Midyear Checkup: Can You Contribute More to Your Retirement Plan?

With traditional pensions in decline, it’s up to the individual employee to build retirement savings in a work-based account.
Strategies for Smarter Giving

In addition to advancing philanthropic goals, strategic charitable donations may offer tax advantages.
Index Funds: Traditional and Not-So-Traditional

While all index funds attempt to track the performance of a market index, there are hundreds of indexes and at least two alternate approaches to traditional indexing.
HOT TOPIC: Geopolitics and the U.S. Financial Markets

This article looks at market reactions to previous global conflicts and emphasizes that long-term market movements are generally driven by corporate earnings, interest rates, and the broader economy.

Savings Goals

How much do you need to save each year to meet your long-term financial goals?
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?
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.