O consultor financeiro Jaime Eckels recomenda verificações financeiras semestrais para rever metas e responsabilidades. Financial advisor Jaime Eckels recommends mid-year financial check-ups for revisiting goals and accountability.

O consultor financeiro Jaime Eckels recomenda verificações financeiras semestrais para revisar as metas financeiras, incluindo fluxo de caixa, dívidas, poupanças, contas de aposentadoria, seguros e planos imobiliários. Financial advisor Jaime Eckels recommends mid-year financial check-ups to revisit money goals, including cash flow, debt, savings, retirement accounts, insurance, and estate plans. Ela alerta contra a mentalidade de “configure e esqueça”, enfatizando a importância da responsabilização e de check-ins regulares. She warns against the 'set it and forget it' mindset, emphasizing the importance of accountability and regular check-ins. As elevadas taxas de juro apresentam desafios e oportunidades, e os trabalhadores independentes ou a tempo parcial devem assegurar pagamentos de impostos trimestrais estimados adequados. High interest rates present both challenges and opportunities, and self-employed or part-time workers should ensure adequate quarterly estimated tax payments.