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Organizing Your Financial LifeDo you know where all your critical documents are located? If a death in the family were to occur, would you know where to locate the will, bank documents, insurance policies and investment documents? Would you even know whom to contact to get the documents you need?

Are You in Document Disarray?

Whether you are changing jobs, buying a home, caring for an aging loved one, experiencing a death in the family, or planning your retirement, major life events can send you into a document search tailspin. Just think about how many documents the bank requests when you apply for a home mortgage or the litany of current and historical documents that are needed to settle an estate. Because we don’t always tend to keep track of everything we have or might need to prepare for such events, unexpected circumstances send most of us scurrying to collect what is required.

Get Help to Get Organized…

If the idea of getting your financial life in order sounds completely overwhelming, don’t worry. You are not alone. There are organizing systems that can help you, such as New York Life’s LifeFolio System, which you can get for free from any New York Life agent. It comes with an easy-to-complete checklist that can help you and your family organize all your critical financial documents and share that information with those close to you, as well as your investment professional, attorney, accountant, and your executor/executrix.

…And Feel Better

Getting organized not only helps you identify what you have — it will help your financial professional to identify what you need and help you bridge any gaps in your financial strategy. As such, organizing your financial life may be one of the easiest, but most important gifts you can give yourself and your family. So, contact a New York Life Agent today and get on the road to financial organization.

This educational third-party article is being provided as a courtesy by Vanessa Hall, 713-499-7605.

New York Life Insurance Company. For additional information on the information or topic(s) discussed, please contact Vanessa Hall at 1330 Post Oak Boulevard, Suite 1900, Houston, Texas 77056.



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