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The Davis Financial Group SOLOIST Newsletter

The SOLOIST Archives | 2022

May 13 2022

Solos in Good Company

It began back in 2013. Manhattanite Wendl Kornfeld, then age 65, had been thinking a lot about what would happen as she and her husband aged. They didn’t have children. All the more reason for them to make a plan for whatever lay ahead. Read more … Solos in Good Company

April 18 2022

Solos Emerge from the Shadows

About one-quarter of adults over age 65 are Solo, and the percentage is even larger among the oldest age groups. Yet many Solos feel like freaks. They live in a world where it’s assumed that you, like other older adults, have children and grandchildren who will play an active role as you age. Read more … Solos Emerge from the Shadows

March 7 2022

The Solos Are Coming, the Solos Are Coming

Today, aging Boomers are reinventing what it means to be “elderly.” Among other factors that set them apart from previous generations, they are much more likely to be Solos, i.e., age 65 and older and not have a spouse, partner, and/or adult children who can support them as they age. But Baby Boomers are only the leading edge. Read more … The Solos Are Coming, the Solos Are Coming

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Securities, investment advisory and financial planning services offered through qualified registered representatives of MML Investors Services, LLC, member SIPC. Supervisory Office: 330 Whitney Avenue, Suite 600, Holyoke, MA 01040, Tel: 413-539-2000. The Davis Financial Group, LLC is not a subsidiary or affiliate of MML Investors Services, LLC.

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    • Understand
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  • Newsletters
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    • Financial Planning Checklist & Worksheet
    • New Client Questionnaire
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