Spring Cleaning Your Financials

A special thank you to Ariana Waitkavicz from The Weber Group at UBS. Ariana hosted our first Lunch & Learn series called, “Spring Cleaning Your Financials” on June 2nd at Spark Baltimore. Here are the resources she shared during her presentation.

Itemize cash flow/budgeting

Emergency fund

Put excess cash to work

Consolidate where possible

Review beneficiaries & estate documents