I am a certified financial planner and I like to learn about it money.Recently, my mother started asking me for money advice. My mother is still working and has enough income.However, she only saves and does not invest.
She does not keep track of her expenses and sometimes spends money in a very general way.Therefore, my mother has decided to study money in preparation for her retirement. I am the teacher.
I help her not only with knowledge but also with actual actions.
- We opened an internet bank
- switch her cell phone to a low-cost SIM
- applied for accumulation investment,
- closed unnecessary accounts
- linked her household account bookkeeping
- application to her credit card.
First of all, I would like to help them understand their assets.I will support them while having fun and not rushing.