Financial Records Organization Checklist
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. Broken out by topic, these are just some examples of how you can organize your binder or file system.
See PDF.
Budgeting Checklist
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.
Special episode: Managing Stress for Success (UBS Conversations podcast)
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.
Why Sick Days Matter
Working through illness has become increasingly common in our industry, especially with the advent of remote work. Lindsay Troxell, Senior Director, Knowledge Labs® Professional Development, discusses why financial professionals tend to avoid taking sick days and how we can begin to reverse the trend.