Events
Squire regularly holds classes, events, and training seminars for financial professionals, bookkeepers, and business owners. Our courses are open to all skill levels.
Events
Squire regularly holds classes, events, and training seminars for financial professionals, bookkeepers, and business owners. Our courses are open to all skill levels.
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Tag: retirement
categories: Retirement
tags: retirement
Embracing Your Next Chapter: A Guide for Retirees Returning to Work
As you approach retirement age, the thought of returning to work might be on your mind. Whether you’re considering part-time roles or fully immersing yourself back into the workforce, this article is designed to provide insights into the financial aspects […]
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categories: Wealth
tags: retirement // Wealth
This Has Been a Test: Developing a Financial Plan You Can Stick With
MARKETS & ECONOMY | PLANNING FOR RETIREMENT By David Booth, Executive Chairman and Founder of Dimensional Think back to December 2019. The economy was humming. Unemployment, interest rates, and inflation were at historically low levels. But then what happened? A global […]
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categories: Wealth
tags: retirement // Wealth
Health Savings Accounts Fill Multiple Tax Needs
FINANCIAL MANAGEMENT PLANNING FOR RETIREMENT The Health Savings Account (HSA) is one of the most misunderstood and underused benefits in the Internal Revenue Code. Congress created HSAs as a way for individuals with high-deductible health plans (HDHPs) to save for medical […]
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categories: Wealth
tags: retirement // Wealth
How Big Will The Social Security Cost of Living Adjustment Be For 2023?
MARKETS & ECONOMY | PLANNING FOR RETIREMENT By Jonathan Scheid, CFA, AIF® Inflation has been the buzz word since the early stages of the COVID-19 pandemic. We all have experienced the frustration of rising prices whether from higher grocery bills, gas […]
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categories: Wealth
tags: retirement // Wealth
Retirement Strategy Using an HSA
HOW TO INVEST FINANCIAL MANAGEMENT PLANNING FOR RETIREMENT Used properly, an HSA is a great way to build tax-free wealth via deductible contributions, investing for growth over time, and taking tax-free distributions and reimbursements later. TRANSCRIPT: Hi, I’m Clayton Johnson from […]
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tags: retirement // tax planning
Retirement and Financial Tax Planning
Planning and saving for retirement takes dedicated plans and effort. It’s important to consider the tax implications of building your nest egg, as well as of using that egg during those golden years. Join Squire tax experts, with Squire Wealth Advisors as they discuss the tax implications and basics of […]
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categories: NetSuite // Retirement
tags: 401(k) // ira // retirement // roth ira // self employed // self employed retirement // sep // simplified employee pension plan // sole proprietor
Retirement Plans for Sole Proprietors
Being self-employed or a sole proprietor can be challenging, rewarding and expensive. Sole proprietors have a plethora of items to worry about…the self-employment tax, business insurance, computers, office expenses, health insurance premiums, and so on. Retirement planning may seem like […]
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