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

  • Estate Taxes

    Use this calculator to estimate the federal estate taxes that could be due on your estate after you die.

  • Taxable Equivalent Yield

    Calculate the rate of return you would have to receive from a taxable investment to realize an equivalent tax-exempt yield.

  • Retirement Portfolio Lifespan

    How Long Will Your Funds Last?

  • Cost of Retirement

    Use this calculator to estimate how much income and savings you may need in retirement.

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