Balance Wellbeing™ with New York Life is here to help you identify your financial goals, understand the challenges and opportunities you face and support your personalized path to progress – so you can embrace even more of life.
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THE BASICS
How does it work?
Designed around your needs for financial wellness, Balance Wellbeing helps you work through financial challenges, navigate planned and unplanned life events, and pursue solutions on your own or with professional guidance.
Getting started
First, you'll complete a short financial health quiz. Then you'll choose your next step, whether it's learning more or taking action (such as creating an emergency savings fund or managing debt or meeting with a financial professional). If you prefer to skip the financial health quiz, no problem – start by exploring content and solutions tailored to your goals or by topic.
OVERVIEW
A mix of helpful financial resources and tools at your fingertips
Health assessment
Calculators and tools
Wellbeing education and seminars
Partner resources*
SOLUTIONS
Solutions aligned to your priorities, needs, and wants
Spend
Optimizing employee benefits, budgeting analysis, childcare and caregiving, plus cash flow and spending tools
Save
Savings for emergencies, college, medical or childcare expenses and/or retirement
Borrow
Credit and debt counseling, debt management planning, mortgage readiness, and student loan assistance and coaching
Plan
Financial strategies, action plans, retirement income planning, estate planning, planning for loved ones with disabilities
YOUR NEED
Resources to help you navigate life's ups and downs
Family
Resources to help with family transitions: buying or selling a home, marriage or partnership, becoming a parent, divorce or separation, caring for a loved one with disabilities and the loss of a loved one
Work
Resources to help navigate career developments or retirement
Health
Resources to help during illness, injury, or disability; help when caring for a loved one or becoming a caregiver
Finances
Resources to help when debt becomes unmanageable or preparing for large expenses like college or unexpected medical procedures
