Results: 10
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Group D
Social Security Seniors
Major Metro | Age 65+
D13. Minimal Assets
Retired single and married couples with virtually no assets. Little credit. Uninvolved in banking activities.
% of HHs: 1.2%
Assets: $3.1K
Income: $27.7K
Spending: $9.4K
Credit Use: Very High
Group D
Social Security Seniors
Major Metro | Age 65+
D14. Very Elderly
Senior households living off minimal assets. Prefer low-risk investments, including interest bearing deposits. Moderate credit scores.
% of HHs: 1.3%
Assets: $41.2K
Income: $46.7K
Spending: $22.7K
Credit Use: Moderate
Group D
Social Security Seniors
Major Metro | Age 65+
D15. Conservative Savers
Older, mostly retired, childless, married couples and singles with modest assets. Most savings in CDs and other deposit products. Lower credit scores.
% of HHs: 1.6%
Assets: $7.5K
Income: $57.2K
Spending: $27.3K
Credit Use: High
Group D
Social Security Seniors
Major Metro | Age 65+
D16. Mixed Investments
Retired, empty-nester singles and couples with a mix of low-risk investments, including mutual funds and deposits. Many lines of credit and moderate credit balance relative to income.
% of HHs: 1.7%
Assets: $62.2K
Income: $76.5K
Spending: $31.5K
Credit Use: High
Group H
Respected Seniors
Major Metro | Age 65+
H29. Post-Retirement Mix
Retirees with adequate assets and income. Financially well organized and spend modestly. Conservative investors with many credit lines but low utilization.
% of HHs: 2.7%
Assets: $187.2K
Income: $89.6K
Spending: $34.7K
Credit Use: Moderate
Group H
Respected Seniors
Major Metro | Age 65+
H30. Very Elderly
Older households with healthy assets and income. Low credit utilization. Spend little and prefer face-to-face financial transactions.
% of HHs: 1.6%
Assets: $408.5K
Income: $79K
Spending: $33.5K
Credit Use: Low
Group H
Respected Seniors
Major Metro | Age 65+
H31. Complex Investments
Highly educated singles and couples with a complex portfolio and significant assets. Conservative spenders that rarely max out their credit.
% of HHs: 2.8%
Assets: $634.1K
Income: $133K
Spending: $52.1K
Credit Use: Low
Group L
Eminent and Wealthy
Major Metro | Age 65+
L40. Well-Planned Retirement
Retired, married homeowners with a complex mix of investments, heavily focused on funds. Use credit wisely. Have well-planned retirement.
% of HHs: 1.9%
Assets: $1.7M
Income: $169.9K
Spending: $86.9K
Credit Use: Very Low
Group L
Eminent and Wealthy
Major Metro | Age 65+
L41. Very Elderly
Seniors with considerable assets. Complex, high-risk portfolios contain deposits, mutual funds and stocks. Use credit sparingly and limit their balances.
% of HHs: 1.2%
Assets: $1.6M
Income: $138.2K
Spending: $64.9K
Credit Use: Very Low
Group L
Eminent and Wealthy
Major Metro | Age 65+
L42. Wealthiest
Wealthiest cluster. Retired, married couples with high incomes and over $5M in assets. Complex portfolios with high proportion of stocks. Work with financial advisors.
% of HHs: 0.9%
Assets: $5.7M
Income: $228.4K
Spending: $168K
Credit Use: Very Low
