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.
ThinkAdvisor's TechCenter is an educational resource designed to give you a competitive edge by keeping you abreast of new tech innovations and need-to-know information that can be applied to your business.
Your resource for news, research and analysis to help you deliver more effective outcomes to your clients.
ThinkAdvisor and the College for Financial Planning have partnered to bring you a series of helpful educational tools that you can use to take your career to the next level.
One of the most popular investment strategies may be one of the least successful.
Now may be a good time for investors to revisit their fixed-Income strategy.
Find out how to cut through interest-rate noise.
Sep 13, 2017
Join this complimentary webcast to learn a new way to evaluate vision benefits so you have truly useful information that will help you find the...
Aug 30, 2017
Join this complimentary webcast to learn strategies and tips that will improve enrollment for your clients and their employees.
Aug 29, 2017
Join this complimentary webcast for an in-depth discussion on the business cycle and finding fruitful opportunities to invest in each phase.