LifeFolio: Lifetime Financial Organizer

Lifefolio: Lifetime Financial Organizer

Sometimes life changes suddenly, and it is at these times, unfortunately, that we may find ourselves at a loss when searching for needed financial documents. Please take a look at the enclosed LifeFolio Checklist and jot down the locations of the important documents. We then can get together and review the checklist and I'll provide you with a complimentary LifeFolio Organizing Kit, complete with preprinted file tabs, which you and your family can use as a repository for all your important documents.

Contact me to schedule a convenient time for the two of us to get together to learn more about using the LifeFolio Organizing System?

Download the New York Life LifeFolio Checklist Download PDF

Calculators

  • Required Minimum Distributions

    Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 70½.

  • Home Affordability

    Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

  • IRA Eligibility

    Use this calculator to determine whether you qualify for the different types of IRAs.

  • Mortgage Refinancing

    Determine whether you should consider refinancing your mortgage.

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