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

Newsletters

  • Interest Rates and the Economy

    Do you know which factors influence bond yields and why the gap between short- and long-term yields is often viewed as an economic indicator?

Subscribe to our Newsletter

Market Watch

October 14, 2019 @ 02:32 PM

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF +0.0%  
Nasdaq Composite ETF -0.0%  
S&P 500 ETF +0.0%  

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
Market data provided by ICE Data Services. ICE Limitations. Powered and implemented by FactSet. Legal Statement.