Baby Boomers, Financial Concerns & Savings Goals, & the Perceived Baby Boomer Retirement Crisis:
Lack of Savings & Increasing Life Expectancies

Recently Released!!!
Date Published: September 15, 2017
Summary Power Point Deck: 68 Slides
Reference Power Point Deck: 724 Slides

The purpose of this research is to provide readers with a comprehensive understanding of baby boomers & the perceived baby boomer retirement crisis. The research addresses the importance of Baby Boomers, their financial concerns & savings goals, and the concentration of consumer wealth, the decline in pension plans & retiree benefits, Social Security & Medicare challenges, the depressed savings rate, the lack of significant World War II generation wealth transfer, increasing life expectancies, & other factors. This research is a component of Tiburon's coverage of consumer wealth.

This research starts with the historical account of the evolution of baby boomers & the perceived baby boomer retirement crisis, including these distinct phases:

  • Maturation Phase
  • Pre-Retirement Phase
  • Retirement Phase

The research highlights the Baby Boomer population.

The research highlights financial concerns & savings goals.

This research analyzes the case made for Baby Boomers' perceived retirement crisis, including:

  • Concentration of Consumer Wealth
  • Decline in Pension Plans & Retiree Benefits
  • Social Security & Medicare Challenges
  • Depressed Savings Rate
  • Lack of Significant World War II Generation Wealth Transfer
  • Longer Life Expectancies
  • Increased Health Care Costs

The research concludes with several predictions for the baby boomer retirement crisis, including:

  • Baby Boomers to Remain Critical Market
  • Baby Boomer Financial Concerns & Savings Goals to Remain Retirement
  • Retirement Crisis Factors to Continue
  • Baby Boomer
  • Focus on Retirement Income & Retirement Paychecks
  • Focus on Longevity Planning

Public Access

Please click on the Table of Contents icon below to see more details of this research.

Media Access

Members of the media who would like further access to the components of this research may click on the icon below or send an email to Sarah Sage.

Client Access

Tiburon Research Access Program subscribers and individual research subscribers may click on any of the icons below to access any part of this research.

Tiburon Research Orders


If you are having difficulties subscribing to Tiburon research online please contact Sarah Sage at SSage@TiburonAdvisors.Com or 415-789-2540.