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.
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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.
A survey of advisors nationwide reveals how the use of ETFs is expanding and what factors are likely to further support this trend.
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.
Variable annuities are simplifying, bringing new opportunities to grow your business. Take a quick dive into recent product evolutions and how to identify the best...
Examine how increased allocations to global small-cap securities have the potential to enhance overall portfolio returns, increase portfolio efficiency, and decrease overall portfolio correlations.
Access research on what Millennials value and what motivates them financially.
Nov 02, 2017
Join this conversation as a panel of experts provides tips and best practices to optimize your tech resources for business growth.
Oct 25, 2017
Join this complimentary webcast to discover how to leave the impression that employee benefits is stodgy and sluggish in the past.
Sep 28, 2017
Women face unique retirement challenges. We can give you key considerations and strategies to help you optimize your female clients’ Social Security. In this webcast, you’ll...