As a result of the recent recession, retirement plans of workers have been turned on end, which has thrown investor behavior into a tailspin. Financial firms are seeking ways to meet the new needs of these workers and retirees. FRC surveyed approximately 1,500 baby boomers (PowerBoomers) and current retirees (RealRetirees), with greater than $100,000 in investable assets. To understand their financial and psychological experiences, FRC creates a detailed portrait based on consumer’s wealth, age, retirement status, gender, and other key metrics. This segmentation analysis is critical for firms to successfully compete in the retirement income market as well as increase wallet share of baby boomer assets.