Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

Expert Perspectives

Squire provides complete and personalized accounting solutions to meet your individual needs.

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This Has Been a Test: Developing a Financial Plan You Can Stick With

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 […]
2022 Market Summary (VIDEO)
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2022 Market Summary (VIDEO)

MARKETS & ECONOMY Here’s our take on what happened in the markets in 2022, and how a long-term plan can help you regardless of what happens in 2023. TRANSCRIPT: Clayton: Hi, I’m Clayton from Squire Wealth Advisors and with me today I […]
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Year-End Gift Giving with Tax Benefits
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Year-End Gift Giving with Tax Benefits

Article Highlights: Watch Out for Holiday Gift Scams Gifts with Tax Benefits Gift of College Tuition Qualified Tuition Programs Qualified Charitable Distribution Donor-Advised Funds Work Equipment Employee Gifts Monetary Gifts to Individuals Documentation Timing The holiday season is customarily a […]
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Year-End Tax Planning Issues
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Year-End Tax Planning Issues

Article Highlights: Benefits Sunsetting After 2021 Benefits Sunsetting After 2022 Not Needing to File May Be an Opportunity Maximize Education Tax Credits Employer Health Flexible Spending Accounts Maximize Health Savings Account Contributions Roth IRA Conversions Avoid Required Minimum Distribution (RMD) […]
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