S. Squire Financial Solutions

09/03/2026

Know someone who could use help planning for their financial future? I'd love to get in touch.

Thanks for your help.

09/02/2026

From overly conservative investing to claiming Social Security early, small habits today can shape retirement tomorrow.

Overly conservative investing, tax blind spots and delayed planning can undermine savings

09/02/2026

Summer has flown by, and as we step into September, it’s the perfect time to reset. 🍂 Getting your financial house in shape requires consistency—not a complete overhaul.

Here are three quick things to check off your list this week:
1️⃣ Review your mid-year goals: Are you on track with your savings and investment targets?
2️⃣ Audit automatic contributions: Ensure your retirement or annuity contributions are flowing right where you want them.
3️⃣ Plan for Q4 expenses: Holiday spending sneaks up fast—let's get ahead of it now.

Ready to take control of your wealth? Give us a call at 843–997–6337 or message us today to schedule your consultation!

09/01/2026

Retirement planning involves many moving parts. From income planning to healthcare, risk management, and legacy considerations, each piece plays an important role.

Every situation is unique, which is why planning should reflect your personal goals.

📞 843-997-6337

08/31/2026

Meet Sarah Squire, RICP®

Every retirement journey is unique, and Sarah believes every conversation should start by listening and understanding what matters most to you. Her passion for helping others led her to create S. Squire Financial Solutions, where personalized service and meaningful relationships are at the heart of what she does.

Want to learn more about Sarah and her story?

Visit www.ssquirefinancial.com or call 843–997–6337 to schedule a no-cost, no-obligation consultation.

08/30/2026

Chatbots can crunch numbers, but they can miss tax nuance, Social Security complexity and longevity risk. Here's where AI falls short compared to a professional advisor.

As more people turn to chatbots for financial advice, experts say AI offers both pros and cons for retirement planning. Here's what to know.

08/28/2026

Behind every conversation is a person, a family, and a unique story.

At S. Squire Financial Solutions, we value building relationships, listening first, and creating a welcoming environment where questions are always encouraged.

Thank you for allowing us to be part of your journey.

📞 To schedule a no-cost, no-obligation consultation with Sarah Squire, RICP®, call 843–997–6337, visit www.ssquirefinancial.com, send us a message on Facebook, or email [email protected].

08/27/2026

Selling an investment at a loss might sound like a bad move, but it can help offset capital gains and ease your tax bill. Here's how it works.

The latest newsletter takes a closer look at this financial strategy.

08/26/2026

Every important financial decision starts with understanding—not having all the answers.

At S. Squire Financial Solutions, we believe meaningful conversations begin by listening, answering questions, and helping you explore your options through education.

📞 Call 843–997–6337 to schedule an educational appointment with Sarah Squire, RICP®.

08/24/2026

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