Family and finance

The third biennial Fidelity Investments® Family & Finance Study, previously known as the Fidelity Investment's Intra-Family Generational Finance Study, is unique in that it surveys parents and their adult children separately on a range of financial and retirement planning topics to identify their level of agreement. The study was conducted online among U.S. parents and their adult children during the period of February 26th – March 22, 2016 by GfK Public Affairs and Corporate Communication, using GfK’s KnowledgePanel®. The total sample recruited for this study included 1,273 parents and 221 adult children. To qualify, parents had to be at least 55 years of age, have an adult child older than 25 and have investable assets of at least $100,000. Their children qualified if they were at least 25 years of age, had money saved in an IRA, 401(k) or other investment account. In addition, adult children 30 and older were required to have at least $10,000 saved. This qualifier was waived for the children under 30.
Information presented herein is for discussion and illustrative purposes only and is not a recommendation or an offer or solicitation to buy or sell any securities. The views and opinions expressed by the Fidelity speaker are those of their own as of the date of the recording, and do not necessarily represent the views of Fidelity Investments or its affiliates. Any such views are subject to change at any time based upon market or other conditions and Fidelity disclaims any responsibility to update such views. These views should not be relied on as investment advice, and because investment decisions are based on numerous factors, may not be relied on as an indication of trading intent on behalf of any Fidelity product. Neither Fidelity nor the Fidelity speaker can be held responsible for any direct or incidental loss incurred by applying any of the information offered. The tax information contained herein is general in nature, is provided for informational purposes only, and should not be construed as legal or tax advice. Fidelity does not provide legal or tax advice. Please consult your tax or financial advisor for additional information concerning your specific situation.

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

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