Manage My Finances

Sometimes the most important pieces of paper get buried in the rush of things that need to get done. There never seems to be enough time to organize all those bills, policies, medical records, financial information and important reports. When you’re in the midst of life, the phone rings, the papers fall to the floor and the dog eats your bank statement, you need some tool to help you out. No one answer is right for everyone, but New York Life offers the LifeFolio System, your lifetime financial organizer, to help you organize your important information and keep some of that stress out of your life.

The LifeFolio Kit contains 24 pre-labeled dividers, a personal document checklist, a guide to getting organized outlining all the steps you need to take when a death occurs. LifeFolio not only helps you organize what you have — it helps you identify what you may need down the road. You can obtain a LifeFolio Kit from a New York Life Agent.