2.0 Legacy Planning

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2.0 Legacy Planning

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“What’s your magic number for retirement—and do you really need $1 million to be secure?” Rising costs, market volatility, and vanishing pensions are re-shaping what it means to retire well. Dave Solomon unpacks new research on retirement targets, why financial ‘rules of thumb’ might mislead you, and how mistakes in legacy planning can upend even the best-laid plans. Discover the choices, common traps, and critical conversations behind building a future that fits your unique vision—while uncovering what so many retirees overlook until it’s too late.

Dave Solomon will give you tips for your best retirement. For more information about Solomon Financial, go to solomonfg.com

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