Huddleston Smith Wealth Management

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HOT TOPIC: Social Security and Medicare: The Clock Is Ticking

According to this year’s Trustees report, Social Security recipients might face a benefit cut in 2034 unless Congress acts soon to strengthen the program.
The Corporate World Is All-In on AI

As the race among large tech companies to monetize AI hits full throttle, it’s worth considering how adoption of AI-enabled technologies might affect the economic prospects of businesses and workers.
Wealthy Colleges Face Expanded Endowment Tax

A new tiered tax rate on the endowments of wealthy colleges and universities could affect spending on financial aid, research, and other college programs.
What Is Asset-Based LTCI?

Hybrid long-term care insurance policies, also known as asset-based plans, combine the benefit of a life insurance policy or an annuity with the availability of long-term care benefits.

IRA Eligibility

Use this calculator to determine whether you qualify for the different types of IRAs.
Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.
Cash Flow Analysis

This Cash Flow Analysis form will help you weigh your income vs. your expenses.
Long-Term Care Self Insurance

Will you be able to afford nursing home care?