Financial advisor Jaime Eckels recommends mid-year financial check-ups for revisiting goals and accountability.

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. She warns against the 'set it and forget it' mindset, emphasizing the importance of accountability and regular check-ins. High interest rates present both challenges and opportunities, and self-employed or part-time workers should ensure adequate quarterly estimated tax payments.

June 13, 2024
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