What Do You Mean, You're Retiring Tomorrow, Dear?…

July 2007
Journal of Financial Planning;Jul2007, Vol. 20 Issue 7, p11
Academic Journal
The article focuses on a survey by Fidelity Investments concerning when spouses believe their partner is retiring. It states that spouses approaching retirement have different views on when they'll retire, what their retirement lifestyle will be like, and who might be working after they retire. It mentions that 35% of couples differ on when they believed their spouse would retire. It stated that over a third had differing levels of optimism concerning if their retirement savings would let them retire comfortably, with men being more optimistic. It commented that over 40% of couples disagreed on if either or both of them would work during retirement. Finally, it stated that a little over a third of couples worked together on their retirement planning.


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