William Charrier, Licensed Agent with New York Life

William Charrier, Licensed Agent with New York Life

Agent licensed to sell insurance through New York Life Insurance Company. Agent licensed to sell insurance through New York Life Insurance Company

Registered Representative offering securities products and services through NYLIFE Securities LLC.

(Member FINRA/SIPC), A Licensed Insurance Agency.

Why You Should Invest In a 401(k) at Your First Job 10/08/2021

Why You Should Invest In a 401(k) at Your First Job

If your first job with a company offers a solid 401(k) plan, then you’ve got an invaluable asset when it comes to saving for your retirement. Take a look at the main reasons why you should invest in a 401(k) at your first job.

Why You Should Invest In a 401(k) at Your First Job If your first job is with a company that offers you a 401(k) plan, congratulations! A solid 401(k) plan is an invaluable asset when it comes to saving for your retirement. But just having access to a...

401(k) Plans Help You Invest for Retirement While Saving on Taxes. Here's How They Work 09/21/2021

401(k) Plans Help You Invest for Retirement While Saving on Taxes. Here's How They Work

Want to make the most of your 401(k)? This article covers everything you need to know to take maximum advantage of this retirement savings tool.

401(k) Plans Help You Invest for Retirement While Saving on Taxes. Here's How They Work A 401(k) plan is one of the most popular ways for American workers to save and invest for retirement in a tax-advantaged way with the help of their employers.

Doing a Subscription Detox Could Plug Monthly Budget Leaks - NerdWallet 09/15/2021

Doing a Subscription Detox Could Plug Monthly Budget Leaks - NerdWallet

Are you paying for subscription services you never use? Here are a few steps you can take to keep all those monthly charges from derailing your budget.

Doing a Subscription Detox Could Plug Monthly Budget Leaks - NerdWallet Try cutting back on monthly subscriptions by going cold-turkey or taking a selective approach. Then, beware of new sign-ups — including ongoing recurring fees.

09/06/2021

How are you spending your ? Whether fun-filled, lazy, or extra busy, celebrate your hard work with those who make it all worth while.

But Wait, What Social Security Benefit Can I Claim And When? 09/02/2021

But Wait, What Social Security Benefit Can I Claim And When?

When the time comes to claim your Social Security benefits, will you be ready to make an informed decision? If not, this article will go a long way to helping you prepare.

But Wait, What Social Security Benefit Can I Claim And When? Many people are not aware of the Social Security benefits they are entitled to. Here’s a straightforward, easy-to-reference guide to the various benefits available to you that will enable you to make an informed and correct claiming strategy.

Research shows people spending less in retirement than needed- here’s why 08/17/2021

Research shows people spending less in retirement than needed- here’s why

Feeling anxious about spending down your savings in retirement? This might help.

Research shows people spending less in retirement than needed- here’s why Michael Finke, Professor and Director of the Granum Center for Financial Security, American College of Financial Services, joins Yahoo Finance to break down the new report by David Blanchett & Michael Finke regarding retiree spending.

What to Consider When Deciding Between a Revocable and Irrevocable Trust | Kiplinger 08/12/2021

What to Consider When Deciding Between a Revocable and Irrevocable Trust | Kiplinger

What kind of trust is right for you? It depends on what you need.

What to Consider When Deciding Between a Revocable and Irrevocable Trust | Kiplinger There are important differences between the two types of trusts, including the amount of control you'll have over your assets.

08/03/2021

Save for College or Retirement? Choose Both | New York Life

They may be heading off to school, but you know how fast time flies. Now is a great time to add to their college fund. Worried how you can save for everything you'll need? I'm happy to help you get started.

Save for College or Retirement? Choose Both | New York Life Your children come first; that’s just the nature of being a parent. Learn from New York Life how to save for their education without sacrificing your retirement.

8 Strategies For Optimizing RMDs From IRAs 07/27/2021

8 Strategies For Optimizing RMDs From IRAs

RMDs aren't suspended this year. Here's how to make them work for you.

8 Strategies For Optimizing RMDs From IRAs Knowing the rules for required minimum distributions from IRAs can maximize after-tax income and make the process easier.

Time For A Stock Market Correction? 07/22/2021

Time For A Stock Market Correction?

This article suggests a stock market correction may be coming. Take a look at the signs pointing towards a bear market.

Time For A Stock Market Correction? Its been last October since we last had a market correction and sentiment now looks very complacent. Time for investors to dial back risk.

3 Stress Management Techniques That Can Make Your Life Better 07/14/2021

3 Stress Management Techniques That Can Make Your Life Better

You have to first identify the sources of your stress before you can address it. Try these techniques.

3 Stress Management Techniques That Can Make Your Life Better Taking care of your mental health is a full-time job that’s as critical as your career. Nurture yourself by experimenting with a variety of stress management strategies.

Do you rent out a vacation home that your family uses from time to time? Read this before filing your taxes 07/09/2021

Do you rent out a vacation home that your family uses from time to time? Read this before filing your taxes

Vacation homes are great. Taxes are tricky. This helps.

Do you rent out a vacation home that your family uses from time to time? Read this before filing your taxes 'This vacation home tax stuff can get complicated.'

07/04/2021

This year, freedom means spending with friends and family again. So start up the BBQ, watch some fireworks, and celebrate our nation with those who matter most.

Will vs. Trust: Know the Differences - NerdWallet 07/01/2021

Will vs. Trust: Know the Differences - NerdWallet

Wills and trusts: How much do you know about these pillars of estate planning?

Will vs. Trust: Know the Differences - NerdWallet Wills and trusts are estate planning tools used to pass assets on to heirs. Knowing their differences can help you decide which one is best for you.

Business Planning Resources - Foster Growth and Prosper | New York Life 06/25/2021

Business Planning Resources - Foster Growth and Prosper | New York Life

For many kids, summer is all about fun traditions. But for many business owners, the summer season can be the perfect time for new ideas. Click here to learn how New York Life can help.

Business Planning Resources - Foster Growth and Prosper | New York Life Foster the growth of your business and ensure its prosperity with help from New York Life. Browse business planning resources and find the solutions you need!

06/20/2021

Today, @NewYorkLife celebrates all the fathers and father figures who are there for their loved ones when they’re needed most. Happy Father’s Day!

What Kids Need to Know About Finances | Kiplinger 06/15/2021

What Kids Need to Know About Finances | Kiplinger

Even in the digital world, the next generation needs to understand how to manage cash.

What Kids Need to Know About Finances | Kiplinger In a digital world, it's even more critical to teach children how to handle cold, hard cash.

Do you have to pay taxes on withdrawals from 529 college-savings plans? Here’s how to avoid an unpleasant surprise 06/09/2021

Do you have to pay taxes on withdrawals from 529 college-savings plans? Here’s how to avoid an unpleasant surprise

Questions about taxes on withdrawals from 529 plans? Read on.

Do you have to pay taxes on withdrawals from 529 college-savings plans? Here’s how to avoid an unpleasant surprise Tax Guy answers FAQs on the popular 529 college savings account plans.

05/31/2021

Honoring all those who gave their lives defending our freedom, our country, and our families.

Roth IRAs: The Most Valuable Retirement Account? 05/25/2021

Roth IRAs: The Most Valuable Retirement Account?

Curious about Roth IRAs? Read on.

Roth IRAs: The Most Valuable Retirement Account? With the Biden administration proposing a tax increase, Roth IRAs may become more valuable than ever.

9 Ways to Get Free Books for Kids - NerdWallet 05/19/2021

9 Ways to Get Free Books for Kids - NerdWallet

These ideas can help kickstart this year's summer reading list for kids and save you money at the same time.

9 Ways to Get Free Books for Kids - NerdWallet You can get free books and audiobooks for kids through a public library or by seeking out special programs. Here are nine ways to get free children’s books.

What are "Plus-Up" Payments (And Will You Get One)? | Kiplinger 05/13/2021

What are "Plus-Up" Payments (And Will You Get One)? | Kiplinger

If you got married, had a baby, or earned less income in 2020 than the prior year, read on to see if you may qualify for a "plus-up" stimulus payment.

What are "Plus-Up" Payments (And Will You Get One)? | Kiplinger Some people who already received a third stimulus check will get an additional payment from the IRS. Will you be one of them?

05/09/2021

Happy to all the moms who put love into action every day.

Council Post: How To Grow Your Business With Great Networking Skills 04/27/2021

Council Post: How To Grow Your Business With Great Networking Skills

You know networking is key to your success. Here's how to get better at it.

Council Post: How To Grow Your Business With Great Networking Skills Get those referrals you need for your business by learning how to make yourself and your enterprise stand out from the crowd.

Council Post: Four Reasons Why You Shouldn't Remain In Your Comfort Zone 04/23/2021

Council Post: Four Reasons Why You Shouldn't Remain In Your Comfort Zone

These tips are for anyone who needs a push to leave their comfort zone.

Council Post: Four Reasons Why You Shouldn't Remain In Your Comfort Zone People throughout history who are still remembered did not achieve their goals by being ordinary and stagnant.

04/22/2021

Happy . Click the link to learn how New York Life is committing to sustainable investing.
https://www.newyorklife.com/assets/newsroom/docs/pdfs/GIisfMar2020CandriamplusCover.pdf?cmpid=smca_Bd_NA_na_1565718_na_na_na_CLPR_na_gen_ip_na_msc

What is a stock market correction? How to make sense of sudden drops in the market 04/19/2021

What is a stock market correction? How to make sense of sudden drops in the market

Ups and downs in the market are normal. Here's what to know about them.

What is a stock market correction? How to make sense of sudden drops in the market A stock market correction is a brief dip of 10%-20% that occurs to correct artificially inflated stock prices and unsustainable growth.

Tax FAQs 04/13/2021

Tax FAQs

is upon us again. If you haven't filed yours yet, or want to know how to better protect your hard-earned assets for next year, click here for some tips and let's talk about how I can help.

Tax FAQs Frequently asked questions about your taxes.

I started saving for retirement when I was 24, and I'd recommend just about anyone do the same for 2 reasons 01/28/2021

I started saving for retirement when I was 24, and I'd recommend just about anyone do the same for 2 reasons

If you're not saving for retirement, check out these two reasons for starting early.

I started saving for retirement when I was 24, and I'd recommend just about anyone do the same for 2 reasons She didn't have a clear idea of her future retirement when she started saving at 24. But with growing investment accounts, her options are open.

Warren Buffett's 6 tricks to teach kids about money 01/19/2021

Warren Buffett's 6 tricks to teach kids about money

We've all heard that a lemonade stand is a great way to teach your kids about money. Here are five more.

Warren Buffett's 6 tricks to teach kids about money The Oracle of Omaha even made his own cartoon to help the next generation learn.

Timeline Photos 01/18/2021

Martin Luther King Jr. worked hard to fulfill his dream of racial equality and harmony. At New York Life, we honor his legacy through our commitment to a more diverse workforce and the support of our local communities.

Big Reporting Changes, Coming To A 2020 W-2 Near You 01/13/2021

Big Reporting Changes, Coming To A 2020 W-2 Near You

Inhale…exhale…And now you're ready to dig into these W2 changes.

Big Reporting Changes, Coming To A 2020 W-2 Near You Employers who gave out coronavirus paid leave and/or deferred an employee’s Social Security tax must understand what it means for Form W-2 reporting.

Timeline Photos 12/31/2020

Timeline Photos

newyorklife.com 12/17/2020

A surprisingly perfect gift for your kids or grandkids. | New York Life

What do you get for the kid who has everything? How about the financial security to ensure they can keep achieving their goals well into the future? If you're ready to give the gift of life insurance this year, I'm ready to help.

newyorklife.com Many of us spend hours trying to think of the perfect gift that will show our children or grandchildren just how much they mean to us. Here’s a suggestion that you won’t find in any store: life insurance for children.

businessinsider.com 12/14/2020

How to diversify your portfolio to limit losses and guard against risk

We've heard that diversification is key to investing. But if you've wondered why, and, more importantly, how to achieve it, this will help.

businessinsider.com Diversifying a portfolio means owning a mix of investments within and across asset classes to reduce exposure to risk and volatility. Here's how.

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1 Lakeshore Ctr, Ste 202
Bridgewater, MA
02324

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Victoria Villareale, Licensed Agent with New York Life Insurance Company Victoria Villareale, Licensed Agent with New York Life Insurance Company
[email protected]
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Hello Everyone! As your local New York Life Representative I have the ability to provide insurance as well as help my clients achieve their financial goals