August 2026

Greetings. I’m Zio, the human editor of this Solo Agers Retirement site. I must
mention this because everything else on this site has been enabled by AI.

Zio means Uncle in Italian - a beautiful language I have been studying for a while.
I am now retired having worked as a fee-only financial planner for almost four
decades. In the last year of retirement, I conducted an experiment with some
clients to test the veracity of AI models that were just coming on stream. To say
the results were outstanding is an understatement. The success of that
experiment planted the seeds for this project.

The focus of this retirement planning project is Solo Agers in the U.S., a cohort of
some 27 million people in 2026. This number is expected to increase in the years
ahead as the population ages.

This is a financial education venture providing unbiased material on the myriads
of issues addressing the hopes, worries and concerns Solo Agers may have during
their retirement years. In some lucky cases this could span a period longer than
while they were working.

It is a social service project. The site is a free service for all - safe and non-
intrusive by design. We do not ask for - or capture in any way - your email
address or any form of your personal data. There will be no comments from
viewers after each article. You will have the ability to freely read, print or listen
to every topic. Content can be viewed on all devices.

The larger goal is to create a community of Solo Agers who could eventually
communicate with one another and maybe even share their stories and
experiences on the issues so presented for viewers. This will certainly not be
done on this site.

Look for podcasts that expand on the articles on this site and another online
forum that will allow viewers to share their stories and experiences. Return to
this page for announcements to that effect.

 

A little bit about me:

• Four decades as a fee only financial planner in my own practice. Retired in
  2024.
• Had a 60 second radio spot that aired for 25 years on radio stations
  nationwide.
• Earned a Certified Financial Planner (CFP) designation in June 1985. CFP
  license surrendered on retirement.
• Second master’s degree in Retirement Planning in 1997.
• MBA in Finance.

 

There are two ways you can benefit from this Solo Agers site.

1. Get informed answers to relevant questions you face now or in the years
ahead. Almost 125 relevant articles are included with the site launch in
August 2026 and more will be added over time. I am hard pressed to
imagine that this site at launch has not addressed a vast majority of all
possible scenarios that a solo ager may ever face during retirement years.

2. With a little effort you may now be able to save significantly by way of
professional fees. Examples of how to do this have been included in the
articles. This cannot but benefit you in your retirement years.

 

Moden AI is the great leveler which now puts expert knowledge at your fingertips
and at the click of a button – or two.

So, peruse and enjoy!!

Presented to you with gratitude.

Zio