Fidelity: Indexing vs. Active Management
1.Fidelity: Indexing vs. Active Management
A 2013 survey by Richard Day Research of 648 couples shows that many couples approaching retirement have not reached agreement on a number of key issues.
2013 Survey of Couples Approaching Retirement
|
Issue |
% of Couples |
|
Disagree on whether a detailed plan has been completed |
73% |
|
Don’t agree on their expected retirement dates |
62% |
|
Don’t agree if they will continue to work later in life |
47% |
|
Make investment decisions about retirement together |
41% |
|
Don’t agree or don’t know where they will live when retired |
33% |
|
Confident either spouse can handle retirement finances |
17% |