Although couples generally agree on which retirement products they own, they often differ on their plans and expectations for retirement, according to research conducted by Fidelity Investments.Fidelity polled couples born between 1937 and 1964. When asked which income sources they would rely on most in retirement, most couples agreed that workplace savings plans, pensions and Social Security would top the list, but only 39 percent agreed upon which potential sources would be their primary source of income.
In fact, many couples failed to give matching answers when asked whom their spouse would turn to for financial guidance in the event of their death. Twenty percent of the respondents did not even agree on whether to use the services of a financial advisor to help them plan for retirement.
For more information on the research, go to fidelity.com.
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