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?
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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