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Fact Sheet: Fidelity Couples and Money 2021

Release Date: 15 Jul 2021
Research: General

The 2021 Fidelity Investments Couples & Money Study analyzes retirement and financial expectations, communication and preparedness among 1,713 couples (3,426 individuals), ages 25 years and older in a married or long-term committed relationship. This is the seventh installment of the study, which was first published in 2007.

Fidelity’s study is unique in that it surveys each member of the couple individually, then brings theiranswers together to identify where partners are aligned, as well as where they might need to focus more attention to ensure they are on the same page.

About the Fidelity Investments 2021 Couples & Money Study

The 2021 Fidelity Investments Couples & Money Study analyzes retirement and financial expectations and preparedness among 1,713 couples (3,426 individuals). These are some of the findings of a survey conducted by Ipsos using the probability-based KnowledgePanel® between March 25 and April 22, 2021 on behalf of Fidelity Investments. The Ipsos KnowledgePanel® is the largest and most well-established online probability-based panel that is representative of the adult US population. 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.

About Fidelity Investments

Fidelity’s mission is to inspire better futures and deliver better outcomes for the customers and businesses we serve. With assets under administration of $10.8 trillion, including discretionary assets of $4.1 trillion as of May 31, 2021, we focus on meeting the unique needs of a diverse set of customers: helping more than 35 million people invest their own life savings, 22,000 businesses manage employee benefit programs, as well as providing more than 13,500 wealth management firms and institutions with investment and technology solutions to drive growth. Privately held for 75 years, Fidelity employs more than 47,000 associates who are focused on the long-term success of our customers. For more information
about Fidelity Investments, visit fidelity/our-company.

Keep in mind that investing involves risk. The value of your investment will fluctuate over time, and you may gain or lose money.

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500 Salem Street, Smithfield, RI 02917

National Financial Services LLC, Member NYSE, SIPC
200 Seaport Boulevard, Boston, MA 0211

Fidelity Brokerage Services LLC, Member NYSE, SIPC
900 Salem Street, Smithfield, RI 02917

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For the full article click here: 2021 Couples & Money Study

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