News

Squire provides complete and personalized tax management and planning solutions to meet your needs.

News

Squire provides complete and personalized tax management and planning solutions to meet your needs.

Clients underestimate retirement needs, financial planners say

Over half of clients underestimate their retirement expenses and the amount of money they’ll need to retire, a recent survey of CPA financial planners found. Over three-quarters of respondents said overspending was a key reason clients need to change their retirement plans. More than a quarter of clients will change their plans only when circumstances force them to.