Results: 11

Digital Targeting Segments neither contain nor reveal any personally identifiable information.

Financial Cohorts: Major Metro: 55-64

Percentages listed are the percentage of all US households (HHs) that fall into this segment.

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$1MM+ Assets, Age 55-64, Major Metro: Successful Executives – Investors: K38

Wealthy households with complex portfolios containing high-risk investments, mainly stocks and mutual funds. Advice-oriented. Well managed credit.

0.5%(of HHs)

$1MM+ Assets, Age 55-64, Major Metro: Successful Executives – Very Wealthy: K39

Ultra-wealthy, mature households heading into comfortable retirement. High incomes, high spending, and a highly complex investment mix. Advisor-oriented and risk tolerant.

0.4%(of HHs)

<$100K Assets, Age 55-64, Major Metro: Uncertain Future - Financial Challenges: C9

Singles, most with no kids at home, preparing for retirement. Rely on modest incomes and minimal assets. Many lines of credit and may have adverse credit information.

0.6%(of HHs)

<$100K Assets, Age 55-64, Major Metro: Uncertain Future - Credit Reliant: C10

Married couples without children who are nearing retirement. Modest incomes and assets, including deposits and mutual funds. Reliant on credit and may present a credit risk.

0.6%(of HHs)

<$100K Assets, Age 55-64, Major Metro: Uncertain Future - Conservative Savers: C11

Mature, childless single and married households with moderate incomes and assets. Invest in interest-earning deposits and carry moderate credit balances.

0.8%(of HHs)

<$100K Assets, Age 55-64, Major Metro: Uncertain Future - Investors: C12

Pre-retirement couples with reasonable earnings and assets. Regularly use credit and invest heavily in high-risk investments and annuities. Retirement-focused.

1.3%(of HHs)

$100K – $1MM Assets, Age 55-64, Major Metro: Safe and Secure – Credit-Active Investors: G25

Heavy credit users with multiple credit lines/accounts. Pre-retirement couples with complex portfolios. Moderate assets and higher incomes.

0.3%(of HHs)

$100K – $1MM Assets, Age 55-64, Major Metro: Safe and Secure – Savers: G26

Mature, financially secure, risk averse, savers. Use credit minimally. Married couples and singles ready for retirement.

1.2%(of HHs)

$100K – $1MM Assets, Age 55-64, Major Metro: Safe and Secure – Retirement Planners: G27

Married homeowners with good assets and earnings. Portfolios consist of medium-risk mutual funds and stocks. Manage credit well. Planning for retirement.

1.3%(of HHs)

$100K – $1MM Assets, Age 55-64, Major Metro: Safe and Secure – Investors: G28

Married, childless households with high assets and incomes. Maintain good credit and complex portfolios. Risk-tolerant.

1.7%(of HHs)

$1MM+ Assets, Age 55-64, Major Metro: Successful Executives – Accumulators: K37

Married, well-off empty nesters with complex portfolios that show a bias for mutual funds. Highly insured and may have multiple homes. Use credit sparingly.

0.4%(of HHs)