S. Squire Financial Solutions

10 years before retirement is one of the most important windows for building security. From catch-up contributions to portfolio adjustments, there's plenty worth reviewing.

Retirement Countdown: Make these moves when 10 years away Part 2 of our series looks at how to play catch up when you’re 50

Building financial knowledge can start with the resources you choose. Whether you enjoy books, podcasts, articles, or educational conversations, every opportunity to learn can help you stay informed.

📞 To talk with Sarah Squire, RICP®, call 843–997–6337.

Experience, established networks and financial stability are just a few of the advantages that come with starting a business in your golden years.

Why Starting a Business Later in Life May Be the Opportunity You've Been Waiting For In this Learning Bites segment, Susan Reid joined us to share why older entrepreneurs are thriving and how you can start a business later in life with confidence, purpose, and vision.

What happens before every appointment?

A meaningful conversation starts long before you walk through the door or join a meeting.

Behind the scenes, we take time to prepare by reviewing information, organizing educational resources, and creating a welcoming environment where your questions and priorities can be discussed.

Every conversation is unique, and our goal is to provide an educational experience that helps you better understand your options.

If you'd like to learn more, we're here to help.

To talk with Sarah Squire, RICP®, call 843–997–6337, visit www.ssquirefinancial.com, message us here on Facebook, or email [email protected].

Planning is about more than numbers and timelines. It often begins with understanding what matters most to you and the goals you'd like to work toward in the future.

Taking time to reflect on your priorities can help support more meaningful planning conversations and informed decision-making.

To talk with Sarah Squire, RICP®, call 843–997–6337, visit www.ssquirefinancial.com, message us here on Facebook, or email [email protected].

The estate tax exemption was permanently set at $15 million by recent legislation, shifting how many high-net-worth families think about long-term wealth transfer.

Estate planning in a post-OBBBA world Strategies for optimal intergenerational wealth transfer may require reconsideration, given the continuation of a higher basic exclusion amount by the law known as the One Big Beautiful Bill Act.

The type of retirement account you choose can change your tax picture decades from now. Here's a quick breakdown worth bookmarking.

Which tax bucket fits your financial strategy? Pretax and Roth accounts each have a role in retirement planning.

The newsletter provides practical financial insights straight to your inbox twice a month.

Stay Ahead of Your Finances Sign up and stay tuned for this week's posts.

It's time for a quick Myth or Fact!

Many people believe financial planning only becomes important as retirement gets closer. In reality, planning conversations can happen at many stages of life, depending on your goals and priorities.

National Financial Awareness is all about learning, asking questions, and staying informed.

To talk with Sarah Squire, RICP®, call 843–997–6337, visit www.ssquirefinancial.com, message us here on Facebook, or email [email protected].