Retirement Studies

Our team, which includes more than a dozen certified educators in personal finance (CEPF), has expertise in numerous areas of personal finance, including retirement and financial advisors. So we decided to translate that expertise to data studies on various topics related to personal finance, from the best places to save for retirement to the places with the highest net worth. Below, you can read all of the data studies we've done so far.

Places with the Best Budgeters by State

This study highlights the places with the best budgeters. This study takes into account consumer expenditures as a percent of personal income, net wealth as a percent of personal income and bankruptcies per 1,000 people. View the study to review the results of our data analysis, as well as the methodology for the study. Read More...

Most Generous Counties by State

This study highlights the places that give back the most. The study takes into account charitable contributions as a percentage of net income, and the percentage of taxpayers that gave any amount back in any given county. View the study to review our data and methodology for how the data was researched and compiled. Read More...

Places with the Highest Net Worth by State

This study highlights the places with the highest net worth. The study takes into account net worth as a percentage of income and net worth as a percentage of debt. View the study to review our data and methodology for how the data was researched and compiled. Read More...

Best Places to Save for Retirement by State

This study highlights the places that are the best to save for retirement. The study takes into account a paycheck friendliness score, a 401(k) plan performance score, a public pension plan performance score and a score for the number of financial advisors per capita. View the study to review our data and methodology for how the data was researched and compiled. Read More...

More Studies from SmartAdvisor Match

Places With the Most Passive Income

Our study aims to find the cities where residents make the most passive income. Find out if you are living in one of the cities that earn the most money through passive investments, including like savings interest and capital gains. Read More...

Places where Residents Invest the Most

Studies show that more and more Americans, whether because of their own financial literacy or through the urging of financial advisors, are investing. Data from the Survey of Consumer Finances shows that 52% of families in the U.S. have assets in retirement accounts as of 2016, up from 37% in 1989. But not all Americans across the country invest at the same rate. Read More...