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 PowerPoint Deck: 68 Slides
Reference PowerPoint 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


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