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.
LPL's white paper, Success Without Limits, will help you understand the various options and considerations for choosing the right partner.
Look behind the curtain and see how our fixed-income experts determine which municipals offer the greatest potential. With this proven approach to effective muni selection,...
Our research shows that two screens have helped achieve better outcomes - low expenses and high manager ownership. Funds sharing these two characteristics have tended...
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.
Jun 30, 2015
Join ThinkAdvisor & Well Fargo in this webcast to learn a dynamic four criteria approach and how to gain portfolio flexibility.
Jun 09, 2015
Join ThinkAdvisor for this live, interactive webcast and hear from the winners of the 2015 SMA Mangers of the Year on impact investing strategies and...