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Merrill Lynch Global Wealth Management
Oct. 23, 2015
26 pages. "Over the next two decades there will be a surge in giving by retirees: America's $8 trillion 'Longevity Bonus.' Three forces are converging to create this new phenomenon: [1] The movement of the massive boomer generation into their retirement years; [2] Increasing longevity, which means more people may spend more years in retirement; and [3] High rates of giving among retired men and women (especially women) -- of both money and time.... [This study] is an in-depth exploration of the priorities, rewards, and challenges of giving in retirement."
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| 2. |
Merrill Lynch Global Wealth Management
May 30, 2015
"The Study uncovers: ... [1] how retirement can be a gateway to unprecedented freedom when choosing where to live.... [2] why many retirees don't opt for a smaller home. [3] Today's 'Retirement HotSpots,' and where tomorrow's retirees want to live. [4] How retirees often choose not to move, but instead are making their current home the best home of their lives. [5] The home and health challenges of later retirement and how retirees are increasingly empowered to age in place independent."
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