"One of the quickest ways to take the financial temperature of a client is to track their balance sheet from year to year," said Walt Mozdzer, a financial planner in West Des Moines, Iowa.
爱荷华州西第蒙的金融顾问沃尔特莫兹德泽尔说，“衡量客户财务状况的其中一种最快捷的方法就是追踪每年的资产负债表。”
“It's the one-time expenses that kill a budget,” said Rick Kahler, a financial planner in Rapid City, S.D.
“这类一次性开支会耗尽整个预算，”南达科他州拉皮德城的理财规划师里克·卡勒（RickKahler）告诫道。
“It's the one-time expenses that kill a budget,” said Rick Kahler, a financial planner in Rapid City, S.D.
“这类一次性开支会耗尽整个预算，”南达科他州拉皮德城的理财规划师里克·卡勒（RickKahler）告诫道。
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