财务顾问 Jaime Eckels 建议进行年中财务检查,以重新审视目标和责任。 Financial advisor Jaime Eckels recommends mid-year financial check-ups for revisiting goals and accountability.
财务顾问 Jaime Eckels 建议进行年中财务检查,重新审视资金目标,包括现金流、债务、储蓄、退休账户、保险和遗产计划。 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. 她警告人们不要有“设定好然后忘掉”的思维模式,强调责任感和定期检查的重要性。 She warns against the 'set it and forget it' mindset, emphasizing the importance of accountability and regular check-ins. 高利率既带来挑战也带来机遇,自雇或兼职工作者应确保按季度缴纳足够的预估税。 High interest rates present both challenges and opportunities, and self-employed or part-time workers should ensure adequate quarterly estimated tax payments.