Best-Case Strategies for a Flexible Retirement

Key Findings

The study found that when it comes to finances, there are ten types of people:

• Snoozers
• Active Resisters
• Immobilized Worriers
• Oversleepers
• Wood Knockers
• Plan B-ers
• Realists
• Stewers and Brewers
• Compromisers
• Preemptive Planners

Methodology

The study was produced by the MetLife Mature Market Institute in conjunction with Scripps Gerontology Center.  Fifty in-depth (approximately one-hour) telephone or face-to-face interviews were conducted with 74 interviewees in 15 states across the U.S.  In addition, quantitative information was obtained from a survey of 1,007 U.S. residents, ages 50 to 70 with $50K or more in household income, and $100K or more in investable assets.  The survey was conducted online by Harris Interactive in November 2010.  Data were weighted for age, sex, race/ethnicity, education, region, and household income.  Propensity score weighting was also used to adjust for respondents’ propensity to be online.

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