According to Fidelity’s Couples Retirement Study, It’s Not Always Romantic to Talk Money With Your Honey

The 2015 Fidelity Investments “Couples
Retirement Study” analyzed retirement and financial expectations and
preparedness among 1,051 couples (2,102 individuals). Respondents were
required to be at least 25 years old, married or in a long-term
committed relationship and living with their respective partner, and
have a minimum household income of $75,000 or at least $100,000 in
investable assets. This online, biennial study was launched in 2007 and
is unique in that it tests agreement of both partners in a committed
relationship on communication, as well as their knowledge of finances
and retirement planning issues. Fidelity Investments was not identified
as the sponsor. GfK’s Public Affairs & Corporate Communications division
executed the study, which was fielded in April 2015.

About Fidelity Investments
Fidelity’s goal is to make
financial expertise broadly accessible and effective in helping people
live the lives they want. With assets under administration of $5.2
trillion, including managed assets of $2.1 trillion as of November 30,
2015, we focus on meeting the unique needs of a diverse set of
customers: helping more than 24 million people invest their own life
savings, nearly 20,000 businesses manage employee benefit programs, as
well as providing nearly 10,000 advisory firms with technology solutions
to invest their own clients’ money. Privately held for nearly 70 years,
Fidelity employs 42,000 associates who are focused on the long-term
success of our customers. For more information about Fidelity
Investments, visit

Fidelity Brokerage Services LLC, Member NYSE, SIPC

900 Salem Street, Smithfield, RI 02917


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