Personal Wealth Management / Financial Planning

A Retirement Guide for Couples

Your Comprehensive Guide to a Comfortable Retirement

If you have a $500,000 portfolio, use A Retirement Guide for Couples as a resource for you and your significant other to start talking about your retirement plan.

Get your Free Guide!

Have you decided where youโ€™ll live? How can you make the most of your social security benefits? Who will retire first?

For many current and future couples nearing retirement, these are questions that frequently go unanswered until its too late. Fortunately, Fisher Investments has helped tens of thousands of people answer similar questions.

Use this guide to help you answer these questions together:

  • Who should take Social Security benefits first?
  • When to retire?
  • How will you create an estate plan?
  • Whatโ€™s your partnerโ€™s role in the retirement plan?
  • And more!

Get your FREE A Retirement Guide for Couples here!