Results: 10

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

Financial Cohorts: Major Metro: 65+

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

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$1MM+ Assets, Age 65+, Major Metro: Eminent and Wealthy – Well-Planned Retirement: L40

Retired, married homeowners with a complex mix of investments, heavily focused on funds. Use credit moderately. Have well-planned retirement.

2.0%(of HHs)

$1MM+ Assets, Age 65+, Major Metro: Eminent and Wealthy – Very Elderly: L41

Seniors with significant wealth. Complex, high-risk portfolios contain interest-bearing deposits, mutual funds and stocks. Use credit somewhat sparingly and limit their balances.

1.0%(of HHs)

$1MM+ Assets, Age 65+, Major Metro: Eminent and Wealthy – Wealthiest: L42

Wealthiest cluster. Retired, married couples with high incomes and over $5M in assets. Complex portfolios with high proportion of stocks. Work with financial advisors. “Buyers of the Best.”

1.0%(of HHs)

<$100K Assets, Age 65+, Major Metro: Social Security Seniors - Minimal Assets: D13

Retired single and married couples with virtually no assets. Little credit. Uninvolved in banking activities.

0.8%(of HHs)

<$100K Assets, Age 65+, Major Metro: Social Security Seniors - Very Elderly: D14

Senior households living off minimal assets. Prefer low-risk investments, including interest bearing deposits. May present moderate credit risk.

0.6%(of HHs)

<$100K Assets, Age 65+, Major Metro: Social Security Seniors - Conservative Savers: D15

Older, mostly retired, childless, married couples with modest assets. Most savings in CDs and other deposit products. May present lower credit risk.

1.3%(of HHs)

<$100K Assets, Age 65+, Major Metro: Social Security Seniors - Mixed Investments: D16

Retired, empty-nester singles and couples with a mix of low-risk investments, including mutual funds and deposits. Many lines of credit and high credit balance relative to income.

1.5%(of HHs)

$100K – $1MM Assets, Age 65+, Major Metro: Respected Seniors – Post-Retirement Mix: H29

Retirees with adequate assets and income. Financially well organized and spend modestly. Conservative investors with many credit lines but low utilization.

2.2%(of HHs)

$100K – $1MM Assets, Age 65+, Major Metro: Respected Seniors – Very Elderly: H30

Older households with healthy assets and income. Low credit utilization. Spend little and prefer face-to-face financial transactions.

0.9%(of HHs)

$100K – $1MM Assets, Age 65+, Major Metro: Respected Seniors – Complex Investments: H31

Highly educated singles and couples with a complex portfolio and significant assets. Conservative spenders that rarely max out their credit.

2.5%(of HHs)