5 ways to get the most from a financial planner, according to a CFP - Business Insider

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ประเทศไทย ข่าวล่าสุด,ประเทศไทย หัวข้อข่าว

Your planner is a good person to ask for referrals for other financial professionals you can trust

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To best use a financial planner, definitely take advantage of the knowledge, advice, and wisdom they can give you… but make sure you lean on them for the accountability piece, too. These could be really tangible, like "increase your contribution to your ESPP plan," or "transfer that extra cash from your checking account to a short-term savings goal or a long-term investment account."

 

ขอบคุณสำหรับความคิดเห็นของคุณ ความคิดเห็นของคุณจะถูกเผยแพร่หลังจากได้รับการตรวจสอบแล้ว
เราได้สรุปข่าวนี้มาให้อ่านอย่างรวดเร็ว หากสนใจข่าว สามารถอ่านฉบับเต็มได้ที่นี่ อ่านเพิ่มเติม:

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ประเทศไทย ข่าวล่าสุด, ประเทศไทย หัวข้อข่าว

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