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

  • Seeking Balance in a Mutual Fund

    Balancing stocks and bonds can be a central part of building an investment portfolio. Find out how balanced funds follow a similar strategy.

Subscribe to our Newsletter

Market Watch

Last Closing Prices

Latest Available Stock Quotes
Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials 26,935.07 -0.59%
Dow Jones Transportation 10,454.36 -0.47%
Dow Jones Utilities 862.90 +0.37%
Nasdaq 100 7,823.55 -0.99%
NYSE Composite 13,093.80 -0.13%
AMEX Composite 2,570.31 +0.31%
PHLX Semiconductor Index 1,563.00 -1.83%
OSX Oil Service Sector Index 72.08 -0.83%

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.