Financial Insights on Retirement Communities

Data-driven Marketing

Naples, FL; Wilmington, NC; and Tucson, AZ are some of the most popular cities for retirement.  Which of these markets has the most invested wealth?  How do portfolio allocations differ in these markets?

DYN-November-Retirement-Pie-Charts

Source:  MarketMix

Average Assets per Household (age 65+)

  • $1,217,495 – Naples, FL
  • $445,875 – Wilmington, NC
  • $383,600 – Tucson, AZ


Highest Concentration of Asset Category in Portfolio (age 65+):

  • Stocks: 35.3% – Naples, FL
  • Deposits: 31.5%  – Wilmington, NC
  • Mutual Funds: 36.0% – Tucson, AZ


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