Podcast: Play in new window | Download
Subscribe: Apple Podcasts | RSS
About Kristen Robinson : Kristen Robinson is Senior Vice President of Women and Young Investors within Fidelity’s Personal Investing division, which serves millions of individuals investing directly with Fidelity through IRAs, college savings plans and brokerage accounts. In her role, Kristen leads a team responsible for engaging women and millennial investors, providing tools and resources to motivate and inspire these audiences to become more involved in their finances.
About the Study 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, bi-annual 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. For more information, a fact sheet and infographic can be found on Fidelity.com.
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 April 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 41,000 associates who are focused on the long-term success of our customers. For more information about Fidelity Investments, visit www.fidelity.com.
Station Note: This segment is sponsored by Fidelity Investments
The LOWE-Down!
Get Jiggy Jaguar's FREE email newsletter with his latest insights, top stories, show prep and more delivered to your inbox.