July 2020

By Allen Davis, CFP Nearly one-quarter of people age 65 or older are “soloists”—that is, aging adults without a spouse or partner and children whom they can all on for help or support, when needed. That’s a huge portion of the population. Yet, surprisingly, the world seems to operate on the assumption...

By Allen Davis, CFP Not long ago, my world view got turned on its head. I proudly showed a friend Davis Financial Group’s new print brochure, which we had put a lot of time into getting just right. She shook her head and handed it back to me. It looked good,...

By Mary Young, D.B.A. I was in my early 50s when I came face-to-face with one of the dilemmas of living solo: Whom do I call in an emergency? I was crawling at 30 miles an hour in rush-hour traffic, when—bam!—the car in front of me abruptly stopped. As I slammed on...

By Mary Young After my grandmother died, her choicest possessions quickly found new homes. Everything else wound up in my uncle’s basement in New Hampshire, waiting until someone decided what should go to the dump. Nana had been the youngest child in a family that liked to save things, so...

By Mary Young, D.B.A. I was in my mid-30s when I broke my leg in a hiking accident. For more than a month, I hobbled around in a cast and crutches, determined to continue living much as I had before: running errands, meeting friends for coffee, returning to my job...

Dear Clients and Friends, As we enter the height of summer, the virus is continuing to wreak havoc with our economy, our sense or order and security, and for some our faith in the future. Covid-19 is certainly illuminating the fragility of life. Even those of us who procrastinate the most have...