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?


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

Want to learn more?

Contact your account rep or click here.

The post Financial Insights on Retirement Communities appeared first on Equifax Data-driven Marketing.

Previous Article
Shopping Habits of Retirees
Shopping Habits of Retirees

With the holiday shopping season well underway, we took a look at which department and specialty stores ret...

Next Article
Media Habits of Affluent Young Households
Media Habits of Affluent Young Households

Affluent young households with an age under 35 and an annual income of over $200,000 are a coveted group of...


Sign Up for Monthly Insights!

First Name
Last Name
Thank you for signing up for insights!
Error - something went wrong!