S. Squire Financial Solutions

10/26/2026

Retirement, estate planning, long-term strategy and the occasional reality check on market noise. Subscribe to the newsletter for a steady read twice a month.

Sign up and stay tuned for this week's posts.

10/26/2026

Leaving a job can bring important decisions about your retirement savings.

Your 401(k) may have several potential options, and understanding the differences can help you have a more informed conversation about your retirement strategy.

Have questions about your retirement accounts? Give us a call.

📞 843–997–6337
✉️ [email protected]
🌐 www.ssquirefinancial.com

10/24/2026

Open enrollment is underway, and a 2027 rule change could make some Medicare Advantage plans harder to get into. One expert explains why waiting until December may not pay off.

Medicare Advantage insurers may limit enrollment in certain plans by county in 2027. Jae Oh explains why beneficiaries should compare coverage early.

10/23/2026

Social Security decisions can involve more than simply choosing when to claim.

Your other income sources, retirement expenses, spouse's situation, and longevity can all be important considerations.

Swipe through these 4 questions and start thinking about how Social Security may fit into your overall retirement strategy.

Have questions? Let's talk.

📞 843–997–6337
✉️ [email protected]
🌐 www.ssquirefinancial.com

10/21/2026

Most married couples file jointly without a second thought. In a handful of situations, though, separate returns can make more sense. Here's when it's worth a closer look.

Filing taxes individually can be favorable in certain circumstances

10/21/2026

Beneficiary designations are an often-overlooked part of financial planning.

Life changes over time, and your beneficiary designations may need to be reviewed to make sure they still reflect your current wishes.

When was the last time you checked yours? Let’s talk.

📞 843–997–6337
✉️ [email protected]
🌐 www.ssquirefinancial.com

10/19/2026

Did you know your retirement income may come from several different sources?

Social Security, pensions, investments, and other resources may each play a role. Understanding how they fit together can be an important part of retirement planning.

Want to learn more about creating a thoughtful retirement income strategy? Give us a call.

📞 843–997–6337
✉️ [email protected]
🌐 www.ssquirefinancial.com

10/18/2026

Even a solid financial picture can come with a side of worry. This article looks at where financial stress comes from, and practical ways to keep it from taking over.

Financial stress is a leading cause of stress in Americans. Learn how money stress can affect you and what you can do to effectively cope with it.

10/16/2026

The order in which market gains and losses occur can matter during retirement—especially when withdrawals are involved.

Understanding sequence of returns is one piece of thoughtful retirement income planning.

Have questions about preparing for retirement income? Let’s talk.

📞 843–997–6337
✉️ [email protected]
🌐 www.ssquirefinancial.com

10/15/2026

A financial plan isn't meant to be set once and forgotten. This week's newsletter looks at the life events that make it worth pulling the plan back out for a fresh look.

Life changes, and your financial plan should change along with it.