Category Archives: Couples

How Couples Delude Themselves About Retirement

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Couples think they’re on the same page about planning for retirement. The truth is, however, they’re often not even reading the same book.

And they’d help themselves by talking and planning more together.

Those are some of my takeaways from the new Fidelity Investments 2015 Couples Retirement Study.

The Disconnect on Retirement Planning

When Fidelity surveyed 1,051 couples online (minimum household income: $75,000; minimum investable assets: $100,000), it found that 72% felt they communicate with each other exceptionally or very well. But when Fidelity dug deeper, the financial services firm learned the pairs had wildly different ideas about their retirement prospects and had huge knowledge gaps on key financial matters.

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Article By:Richard Eisenberg