代友詢問理財規劃,資料如下:
34歲女,在中部當流浪教師,
無車無房無負債無保險無孝親無小孩。
年收約550k,年存約150k,現有存款約1500k,
分別配置於定存200k、外匯250k(小賠)、股票350k(小賺)、活存700k。
因工作沒有很穩定,想徵詢其他理財方法增加收入,
另外也想詢問保險規劃。
(醫療或投資或儲蓄型都可推薦,但不要會吃本金的投資險或壽險)
以上請版友集思廣益,來信我會轉寄給她,也可推薦文章或書籍讓她研究,謝謝。
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