http://www.sherylkline.com/blog
In case you missed my LIVE interview with the remarkable Debra Curry (Director of Investment Strategies, Yosemite Capital Management ), here are a few of the wisdom gems she shared:
- You need an advisor if you have a large sum of assets, someone who can help you get through it.
- You can delegate a lot of your financial work, but you still need to know what’s going on.
- To have a clear understanding of your financials or in preparation of seeking an advisor, create a financial binder/file.
- Gather all of your statements together, your passwords, your will, your trust, to make a binder or file.
- It’s essential to understand everything that you’re signing, including your tax return.
- Everything has a specific language, and you really need a translator. Hire someone that speaks the language.
To be notified for future interviews be sure to connect with me here on LinkedIn AND to learn more about how to build the mindset and influence for real change, join our community at www.SherylKline.com. #limitlessleader #womenwholead #sherylkline #yosemitecapitalmanagement