Retiring Well with Dave Solomon-Creating a Lasting Legacy-November 1, 2025

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Retiring Well with Dave Solomon-Creating a Lasting Legacy-November 1, 2025

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In this episode Dave talks about a financial legacy. A lasting legacy requires clear goals, proper legal documents, and regular reviews. Strategic legacy planning protects wealth, optimizes taxes, reduces family conflict, and supports giving. Work with qualified professionals and update your plan after major life changes to ensure your wishes are honored and your heirs are cared for. Talk to Dave Solomon to find out more.

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

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