Are you a Solo?

  • Age 50 or older?
  • Currently single (widowed, divorced, separated, never married, or don’t have a life partner)?
  • Don’t have adult children who could provide help as you age, when needed?

The Soloist is a Newsletter that Addresses Your Needs. As Solos grow older, they need a plan for realizing their hopes, meeting their needs, and dealing with the challenges that often come with aging. That’s true for anyone, but it’s especially important when you’re a Solo. If you don’t have a plan, other people will have to make decisions for you, without any clue as to your preferences or wishes.

Welcome to The Soloist, a newsletter from Davis Financial Group, where we share information, expertise, interviews, and stories to help Solos live well, take good care of themselves, and make wise choices for their future.

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Latest Article

Frequently, my eyes drift to the display ad that appears in this section and is given an extra-large space before holidays. “Have the Talk of a Lifetime,” reads the headline. In an era when society aims to become more inclusive, these talk-of-a-lifetime ads are still stuck in the 1950s, when (heterosexual) couples and kids filled every home—or were thought to.

Other Recent Articles

I Care a Lot has been streaming on Netflix for just a few months. Yet the movie has already had an impact on our clients and friends. After seeing it, you’ll never forget why having a financial safety net is so important.

The self-proclaimed, best-selling personal finance book of all time is Richard Kiyosaki’s Rich Dad Poor Dad: What the Rich Teach Their Kids About Money That the Poor and Middle Class Do Not! At its core, the book has a simple message: that “regular” people can become richer by learning from the money-management practices of the wealthy.

Most of us drag our heels when it comes to estate-planning. It simmers quietly on the back burner, muffled by more immediate issues. Whether we’re Solos, married, and/or have children, we’re seldom eager to contemplate our own mortality.

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