Thomas Fitts, Financial Services Professional with Nylife Securities LLC

Home
United States
Charlotte, NC
Thomas Fitts, Financial Services Professional with Nylife Securities LLC

Call Website Contact the business

Financial Adviser helping families and individuals create, build, and preserve wealth I am not licensed in all jurisdictions.

I offer a variety of products that can help you meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency and a New York Life Company. Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success.

14819 Ballantyne Village Way, 11th Floor, Suite 1100
Charlotte, NC 28277
(704) 300-9454

11/03/2026

Market volatility can make investors feel like they need to act. But the decision to rebalance should be driven by your financial goals, not the latest headlines. In a recent Kiplinger article, John Boccio, Head of Wealth Management at New York Life, shares key considerations for making thoughtful portfolio decisions. Not Every Headline Calls for a Portfolio Change.
Read his insights here: https://bit.ly/4jWqKRO

11/02/2026

Not all retirement income is taxed the same way. Here’s a look at five common types of retirement income and how they may be treated for federal income tax purposes.

Thankfully, not all the money you receive in retirement is subject to federal income tax.

11/01/2026

Year-end brings important financial deadlines and opportunities. Join New York Life’s Allen Hensley for a timely conversation about retirement income, required minimum distributions (RMDs), gifting for children and grandchildren, and other year-end financial and tax considerations to keep in mind as you plan ahead.

Get practical insights to help you plan for the year ahead—register today to reserve your spot.

Deadlines & Opportunities: Year-End Financial Decisions
Live online event
Date: Thursday, Nov. 19, 2026
Time: 3 pm ET | 2 pm CT | 1 pm MT | 12 pm PT | 11 am AKT | 10 am HT
Register to attend: https://bit.ly/4sJ16SU

Registration code: 252100

11/01/2026

Medicare expects stand-alone Part D premiums to rise by less than $1 in 2027 as it phases out temporary insurer subsidies.

10/31/2026

Learn about the common mistakes made in filing the FAFSA and how to help avoid them.

I barely scratched the surface with my previous column about filling out the 2027-2028 Free Application for Federal Student Aid (FAFSA). Here’s more from my interview with Mark Kantrowitz, financial aid expert and author of “How to Appeal for More College Financial Aid”: Q. What are some commo...

10/30/2026

You can secure your children's future without giving them unrestricted access to a windfall. Help protect your legacy from poor decisions and creditors.

You can secure your children's future without giving them unrestricted access to a windfall. Protect your legacy from poor decisions and creditors.

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4BwhxWD

If you have questions about your own beneficiary choices, send me a message.

10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

Address

14819 Ballantyne Village Way
Charlotte, NC
28277

Telephone

+17043009454

Website

https://www.newyorklife.com/agent/tcfitts

Alerts

Be the first to know and let us send you an email when Thomas Fitts, Financial Services Professional with Nylife Securities LLC posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.