We’ve created this checklist as a guide to help you organize important financial documents to be better prepared to manage affairs after a catastrophe, serious illness, disability or death.
Use this worksheet as a preliminary tool to organize and understand your monthly expenses against your income. It is important to consider other aspects, including retirement savings.
Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, was a featured guest on the UBS Conversations podcast. She spoke with host Dan Cassidy about how stress can affect both our minds and our bodies.