Kharouf-DeSantis Wealth Management Group
Mar 21, 2025 | Janet Engels and Tylar Lunke
Listen here (approximately 15 minutes).
Analysis
Conversations about values and wishes for their estate are as important as the planning itself.
A mid-year review can be a perfect time to reassess and adjust your financial strategy.
Giving a gift that doesn't fit in a box or come tied with a bow can bring great satisfaction—and long-term benefits.