The enhanced site, called ” Life Happens, Be Prepared ,” walks a visitor through life events such as You’re Engaged, Suddenly Single, A Death in the Family, Being Downsized, and more. Each event tab includes steps, factoids, and cross references to “Life Folio tools,” which include checklists for managing your finances and even labels for your financial documents, according to the firm.
More than just a retirement focus, NYLIM claims the site is a “a one-stop shop for learning how to get your financial house in order” – including a sample executor letter, emergency contact list, and a home filing system, complete with labels.
You can check it out at http://www.nylim.com/mainstayfunds .
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