Matt Schernikau, Financial Advisor - New York Life

09/08/2026

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here are some action items to consider.

Your target retirement age is looming, but you're not sure you're on track to retire the way you want? Here's what to do.

09/03/2026

Too many times we get caught up in the short term. I want success now. Obviously that is very rare if it happens at all. Know that taking action and learning along the way is how you reach your goals.

Don't let your own fears or the doubts of others stop you from living your best life. Understand that what you are building takes time and will include many small failures. That is why reaching your goals is so rewarding.

09/01/2026

The "Serena Williams rule" is all about giving yourself options, rather than forcing yourself into a black-and-white retirement.

Rather than formally retire, Serena Williams sought an "evolution."

08/27/2026

What would you attempt if you knew you could not fail?

As an adult, attempting new thing leaves us vulnerable to ridicule from friends and family. However, not attempting new things means we are stuck in the daily grind of life.

What does living your best life look like? Are you moving in that direction?

If not, what can you do today to take the first step?

08/25/2026

The Social Security decision for the higher earner in an age-gap marriage is tricky. Your claiming age could determine your widowed spouse's income for years.

08/20/2026

As young children, we have the biggest dreams anyone can imagine. How is it that over time we convince ourselves that those dreams are too big, too difficult, too time consuming, and we stop dreaming?

Every person that has ever created something amazing started out with a ton of mistakes and frustration. We can all create something called, living our best life. This isn't something that only a few people are able to accomplish. Every one of us can live our best life if we stop creating barriers and take the first step.

08/18/2026

Scams are rampant and hard to identify. Stay up to date with this information.

08/13/2026

Life is a gift. Most of us have lost friends or family much sooner than we should have. Don't get caught in the daily grind and make that your life. One of my favorite saying is:

Life is not a spectator sport

Decide what you want and go for it. Live your best life now with the people you love.

08/11/2026

Summer spending can leave you with higher credit card balances and lower savings. Learn how to recover from a financial hangover and reset your budget before fall.

Summer vacations, family outings and impulse purchases can strain your budget. Here's how to get your savings and spending back on track before the holidays.

08/06/2026

How many dreams have you had over your life? What excuses have you given yourself to justify not going after those dreams?

Living our best life might mean getting out of our comfort zone. The prize is loving the life we have doing the things we want with the people we love.

Why not decide and start today?