Solo? You’re not Alone.
More adults than ever are aging independently—without a partner or present children to rely on. Yet this rapidly growing group, known as Solo Agers, remains one of the most under-recognized communities today.
With unique considerations for the future, including care, housing, and financial security, Solo Agers face a distinct set of challenges. To confront The Six Hazards of Aging Solo, Certified Financial Planner®, Allen Davis, and Solo Aging expert, Mary Young, have joined their expertise to reflect on these hazards, laying financial planning as the foundation on which Solos can navigate the multitude of choices and scale the mountain of unknowns.
This book is meant to help Solos build stability, confidence, and clarity. It positions financial planning as a framework for navigating solo aging with purpose and peace of mind.
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CRN202605-9786599
Financial planning is more than managing money—it’s the framework that empowers every other decision with clarity and confidence. This reflection highlights how a solid financial foundation can help enhance your options and solidify your independence. When your resources and contingencies are thoughtfully aligned, you can navigate the uncertainties of aging with focus rather than fear.
Grounded in decades of professional insight, Financial Planning for Solo Agers helps readers navigate life’s later chapters not by eliminating risk, but by transforming uncertainty into informed perspective. It’s about seeing past the “Mountain of Unknowns” clearly and realizing that with the proper footing and financial planning, you can climb it on your own. With context and structure, what once felt like isolation becomes autonomy, and the future becomes something to design, not defend against.
About The Authors
Allen J. Davis, CFP®, ChFC®
Allen Davis, CFP®, ChFC®, has spent his adult life in New England, shaping lives not only through his unique form of values-based financial planning, but by serving the community he calls home with generosity & dedication. His local firm has gained nationwide prominence as a model for how, when one's values are at the center of their decision-making, good things happen. For over 20 years, he has guided individuals and families through the complex intersections of money, meaning, and community—always looking for new ways to be of service. Now, in this new book, his attention turns to Solos, making visible their often-unnoticed journeys and the support they require.
Mary B. Young, DBA, Research Director
Mary Young, DBA, Research Director, co-authored, with Allen Davis CFP®, Financial Planning for Solo Agers, and more than 30 articles for our newsletter, The Soloist. A Solo herself, she is a founding member of Pros Working with Solo Agers, a national collective of thought leaders in the field. She served as Principal Researcher at The Conference Board for 16 years. Her research has been featured in the New York Times, Wall Street Journal, and NPR. Prior to earning a doctorate in organizational behavior from Boston University, she was a journalist and Director of Communications at UMass Amherst.
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: Where the Conversation Began
This newsletter is how it all began. What started as a simple series of updates—initially meant to be compiled into a small pamphlet—grew into something much larger. As we shared insights, stories, and resources for those navigating life independently, it became clear that Solo Aging wasn’t a niche topic—it was an urgent need. From that realization, Financial Planning for Solo Agers was born.
The Soloist newsletter continues that conversation. Each issue shares practical guidance, expert insight, and real stories to help Solos live well, care for themselves intentionally, and make confident choices about the future. Because without a plan, others will have to make decisions for you—often without knowing your wishes.
If you’d like to stay connected, learn from others on the same path, and follow our ongoing work to help Solos live fully and independently, sign up for The Soloist below.
Latest Article
Financial Planning for Solo Agers: Manage the Six Hazards and Thrive by co-authors Allen Davis and Mary Young is available now on Amazon Read more … The Financial Planning for Solo Agers Book is Here!