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.
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.
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Can refocusing your business model help recharge your business’s value?
Learn how to build a better business and create loyal clients and advocates from the start.
May 11, 2017
Mega trends continue to impact the wealth management industry. Trends such as new digital competition, increasing compliance standards, fee pressures, and an aging advisor population....
May 03, 2017
Join this complimentary webcast to understand how to better connect with consumers so you can develop high-value packages that work for both sponsors and beneficiaries...
Apr 12, 2017
Energize your firm’s productivity with technology by joining the experts at Envestnet as they share how to increase profitability and gain a competitive edge with...