Huddleston & Associates

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Huddleston & Associates A private wealth advisory practice of Ameriprise Financial Services, LLC

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3 Retirement Income Questions You Should Review This Fall1️⃣ Do I need to adjust my withdrawal strategy?2️⃣ Will COLA af...
10/22/2026

3 Retirement Income Questions You Should Review This Fall

1️⃣ Do I need to adjust my withdrawal strategy?
2️⃣ Will COLA affect my cash flow?
3️⃣ Am I still aligned with my long-term goals?

Retirement planning isn't a one-time event. As your needs and circumstances change, it's important to periodically revisit your strategy.

Have questions about your retirement plan? Let's start the conversation: https://bit.ly/4ikQQvo

Medicare decisions aren’t always “set it and forget it.”Plans, costs and healthcare needs can change from year to year —...
10/15/2026

Medicare decisions aren’t always “set it and forget it.”

Plans, costs and healthcare needs can change from year to year — and those changes may affect your retirement income plan and overall budget.

An annual review can help you determine whether your current coverage still fits and where an adjustment may make sense.

Schedule a conversation to review your Medicare coverage and its impact on your retirement budget.

October = Year-End Financial Strategy Month This month, we’re covering tax moves, giving plans, Medicare, and more.What ...
10/08/2026

October = Year-End Financial Strategy Month

This month, we’re covering tax moves, giving plans, Medicare, and more.

What are you hoping to get done before December?

Take the Next Step. Visit Our Website Today.
https://bit.ly/47GHbtQ

Meet Dakota, one of the friendly faces helping support our clients at Huddleston & Associates!Dakota’s passion for build...
09/30/2026

Meet Dakota, one of the friendly faces helping support our clients at Huddleston & Associates!

Dakota’s passion for building relationships and helping others feel supported naturally led her to a client-focused role in the financial industry. She enjoys being part of an industry where thoughtful planning can help clients feel more confident and secure about their financial future.

Dakota manages marketing initiatives through website updates, social media, and print materials, schedules client meetings, coordinates client events, and helps create a positive and engaging client experience.

Dakota has over six years of client service experience, earned a Bachelor of Science from Clemson University, and has been with the practice for over one year.

Dakota enjoys Italian and Greek cuisine and considers The Pursuit of Happyness a favorite movie. The film’s message of perseverance, hard work, and determination resonates strongly, serving as a reminder that current circumstances do not define the future and that dedication to personal and professional goals can make a meaningful difference.

When she was younger, Dakota dreamed of becoming an interior designer. Her love of creativity still influences her today in her role.

In her free time, Dakota enjoys trying new restaurants, continuing to learn and play tennis, exploring Greenville, going for walks, staying active through workouts, and spending quality time with family and friends.

👉 Learn more about Dakota here: https://bit.ly/4xOLP3H

Thanks for getting to know Dakota! Check back soon for our next team member spotlight.

Your financial plan is only as strong as the protection behind it. Before focusing on growth, make sure the people, inco...
09/23/2026

Your financial plan is only as strong as the protection behind it. Before focusing on growth, make sure the people, income, and assets that matter most are protected.

The health of your finances starts with the health of your protection.

Today is the first day of fall, making it the perfect time to check in on your financial goals. As the seasons change, m...
09/22/2026

Today is the first day of fall, making it the perfect time to check in on your financial goals. As the seasons change, make sure your financial plan is prepared for whatever comes next.

Today marks the 25th anniversary of September 11th. We pause to remember the lives lost, honor the heroes who responded,...
09/11/2026

Today marks the 25th anniversary of September 11th. We pause to remember the lives lost, honor the heroes who responded, and reflect on the strength that carried our nation forward.

Never forgotten.

09/10/2026

Today is 401(k) Day! 🎉

This year marks the 30th anniversary of the observance, serving as a great reminder of the benefits of saving and investing through a 401(k) plan. Even small contributions made consistently over time can have a meaningful impact on long-term financial goals.

Use 401(k) Day as an opportunity to review your retirement goals and make sure your savings strategy remains aligned with your future plans.

Our office will be closed on Monday, September 7th, in observance of Labor Day. We wish everyone a safe and enjoyable ho...
09/07/2026

Our office will be closed on Monday, September 7th, in observance of Labor Day. We wish everyone a safe and enjoyable holiday as we celebrate the hard work and contributions of workers across the country. Regular business hours will resume Tuesday.

Before your employer's benefits enrollment starts, take a few minutes to review these three important areas:✅ Health Ins...
09/01/2026

Before your employer's benefits enrollment starts, take a few minutes to review these three important areas:

✅ Health Insurance Coverage
Make sure your current plan still fits your healthcare needs and budget.

✅ Retirement Plan Contributions
Review your contribution rate and any employer match opportunities.

✅ Beneficiary Designations
Confirm that your beneficiaries are up to date on life insurance and retirement accounts.

Your workplace benefits can play an important role in your financial future. If you'd like guidance on how your benefits fit into your overall plan, we're here to help.

👉 Connect today: https://bit.ly/46AuvnO

Address

465 Woodruff Road
Greenville, SC
29607

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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