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案例一:80后单身贵族的理财经案例描述:1.许小姐25岁,单身且近期无结婚计划,工作3年多,目前在一家知名外企从事财务工作,每月税后5900元,年终奖金是一个月的薪水。由于没有家庭负担,花钱基本没有计划,每月大约只结余1000元左右。2.单位上了五险一金,许小姐自己未购买其他商业险。目前共有5万可配置资产,今年在朋友的建议下买了3万股票,目前小幅亏损。
Case 1: 80 after the aristocracy of financial management Case Description: 1. Miss Xu 25 years old, single and recent non-marriage plan, work more than three years, currently engaged in a well-known foreign financial work, the monthly tax 5900 yuan, the year-end bonus It’s a month’s salary. Since there is no family burden, there is basically no plan to spend money, leaving only a monthly surplus of about 1,000 yuan. 2. The unit on a five-insurance, Miss Xu himself did not buy other commercial insurance. There are currently 50,000 configurable assets, with 30,000 shares bought this year at a friend’s suggestion, which is currently in small losses.