Charles Thorney, Financial Services Professional with Nylife Securities LLC

Charles Thorney, Financial Services Professional with Nylife Securities LLC Charles Thorney, Registered Representative with Nylife Securities LLC 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 Comp

any 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.

777 Westchester Avenue, 4th Fl. White Plains, N.Y. 10604
Office Tel: 914-253-7000

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.

Happy  ! Whether you're in an office, a factory, or serving the community, know your effort and dedication make a differ...
08/04/2023

Happy ! Whether you're in an office, a factory, or serving the community, know your effort and dedication make a difference.

Iʼm proud to share “Lost in the Middle,” the New York Life Foundationʼs graphic novel. Itʼs the latest installment in th...
08/01/2023

Iʼm proud to share “Lost in the Middle,” the New York Life Foundationʼs graphic novel. Itʼs the latest installment in the Kaiʼs Journey series, which follows Kai as he copes with the death of his dad. Kaiʼs now gotten older, and the book tackles the difficult subject matter of grief and loss for middle schoolers… but is truly meant for any kid who has ever felt a little lost. Download the book here

The Foundation strives to support young people, particularly in the areas of educational enhancement and childhood bereavement support.

Gen Xers who have a financial strategy are focused on three key components in 2023: Building emergency funds (45%), bein...
07/31/2023

Gen Xers who have a financial strategy are focused on three key components in 2023: Building emergency funds (45%), being on track to retire at their desired age (44%), and paying off credit card debt (40%). Learn more in the latest Wealth Watch survey.

New York Life's latest Wealth Watch survey reveals Gen Xers are the most worried about their financial health.

Steer clear of these 12 retirement planning mistakes, so you can build a sustainable nest egg.
07/29/2023

Steer clear of these 12 retirement planning mistakes, so you can build a sustainable nest egg.

Steer clear of these common errors so you can build a sustainable nest egg.

It may be summer break, but there's no avoiding math. If you're thinking about getting term life insurance, this article...
07/28/2023

It may be summer break, but there's no avoiding math. If you're thinking about getting term life insurance, this article can help you determine how much you need. Or, if you want to reach out, I can help you figure out the answers.

Estimate the cost of a term life insurance policy with this info from New York Life. Learn about premium rates and the amount of life coverage you need.

For some, retirement can be a time for new adventures. But the thought of outspending your savings can hang like a dark ...
07/27/2023

For some, retirement can be a time for new adventures. But the thought of outspending your savings can hang like a dark cloud. Before you run for cover, read these tips on managing retirement spending and let’s make sure you're set for sunny days ahead.

Have you developed a retirement withdrawal strategy or spending plan? Learn about retirement budgeting from New York Life and ensure that your savings last.

Now that you’re married, you're a financial duo. But are you still making the same old mistakes? From investing separate...
07/26/2023

Now that you’re married, you're a financial duo. But are you still making the same old mistakes? From investing separately to the way you file your taxes, if you’re having trouble getting on the same page, I can help. Read these tips and let’s talk.

Avoid dealing with financial stress in a marriage. Consider these common financial mistakes newlyweds make when budgeting.

These investment account options for kids can help you give them a head start by building a financial foundation for the...
07/25/2023

These investment account options for kids can help you give them a head start by building a financial foundation for them.

No matter what you’re saving for, what your risk tolerance is and what features you want, you can find an investment account for kids that works for your family.

55 percent of women don’t know if they have enough saved for retirement, according to a new poll from the World Economic...
07/24/2023

55 percent of women don’t know if they have enough saved for retirement, according to a new poll from the World Economic Forum, but here are a few ways you can improve your retirement security.

Women face obstacles to their financial security

Just because it's summer doesn't mean there'll always be sunny days ahead. Learn how whole life insurance can not only p...
07/23/2023

Just because it's summer doesn't mean there'll always be sunny days ahead. Learn how whole life insurance can not only provide protection for whatever may come your way, but can also be good for your portfolio as well.

Whole life insurance can be a great investment for you and your family. Learn how this type of investment can support your financial goals.

Financial expert Suze Orman shares one simple thing Gen Z and millennials could do right now to help them retire as mill...
07/22/2023

Financial expert Suze Orman shares one simple thing Gen Z and millennials could do right now to help them retire as millionaires.

And delaying your journey by a mere 10 years could “cost you $700,000.”

Annuities can provide a reliable income stream in retirement. New York Life research has shown annuities can also help r...
07/21/2023

Annuities can provide a reliable income stream in retirement. New York Life research has shown annuities can also help retirees feel happier and more confident in their investments. Read this article to find out how retirees' lives are impacted for the better by owning an annuity.

If you have questions about retirement or reaching your financial goals, please feel free to contact me.

New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

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