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The purpose of this report is to provide readers with a comprehensive understanding of the vast amount of consumer wealth, the perceived Baby Boomer savings crisis (or retirement income challenge), and the impacts of the recent declines in both the stock market and home equity. The report outlines the numbers of consumers & consumer households, summarizes their financial concerns & savings goals, and analyzes the case made for Baby Boomers’ perceived savings crisis, including the decline in pension plans, the challenges of Social Security & Medicare, & the low consumer savings rate. The report also addresses the key pending liquidation, whereby Baby Boomers will likely roll over retirement plan balances, cash in stock options & restricted shares, downsize houses, and sell private businesses. This is the fourth draft of Tiburon’s research on this topic.

Tiburon’s first draft of this report was published in 2005; that draft consolidated prior Tiburon research into one report and was combined with Tiburon’s financial advisor sales & marketing research report. It outlined the number of consumers, their wealth, potential target markets, and sales & marketing strategies.

Tiburon’s second draft of this report was published in 2007; that draft was unbundled from Tiburon’s equally good financial advisor sales & marketing research report. That version also updated all of the consumer wealth data using the first quarter 2007 Federal Reserve Flow of Funds report and outlined Tiburon’s refined views on the perceived savings crisis and the pending liquidation.

Tiburon’s third draft of this report was published in 2008; that draft updated all of the consumer wealth data using the fourth quarter 2007 Federal Reserve Flow of Funds report, tightened the storyline, incorporated substantially more specific analyses, and fleshed out the specific challenge posed by the decline in the stock market and Baby Boomers’ home equity.

This is Tiburon’s fourth draft of this report; this draft refines the report’s table of contents, includes a revised introduction & a revised synopsis, updates all of the consumer wealth data using the fourth quarter 2009 Federal Reserve Flow of Funds report, and refines some predictions.

Written by Tiburon Managing Principal Chip Roame & Senior Research Manager Pablo Perez.