The economy has not been reason enough to get couples age 45 to 72 on the same page when it comes to retirement. The second Couples Retirement Study from Fidelity Investments shows 38 percent of couples jointly discuss investment decisions for retirement savings - Since 2007, there are 10 percent fewer couples that report they have completed a retirement plan. And on critical retirement decisions, 60 percent of couples don't agree on their respective retirement ages; 44 percent can't agree on whether they will work in retirement; and 42 percent have different ideas regarding their expected lifestyle in retirement. Overall only 15 percent of couples express confidence in each other's ability to manage finances.
We answer six advanced questions from financial advisors about the professional social networking site.
Policy reviews only work if you actively approach your clients. Find out how to initiate the conversation today.
These articles from the Investments & Wealth Monitor focus on what's ahead for the new normal, investment management in the new normal, and a forward-looking...
Sep 17, 2015
Join this exclusive webcast with Matthews Asia Chief Investment Officer, Robert Horrocks, PhD, who will share his insights.
Aug 27, 2015
Hear from industry experts regarding the best ways to incorporate Social Security benefits into overall retirement planning. Learn about early withdrawal penalties and what is...
Jul 09, 2015
In this session we’ll discuss whether or not factor investing is truly active management, and how to define and test whether a factor exists.