Matt Schernikau, Financial Advisor - New York Life

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United States
Lincoln, NE
Matt Schernikau, Financial Advisor - New York Life

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Financial Advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Advisor. I am not licensed in all jurisdictions.

I work with individuals and business owners to create, build and preserve wealth. My practice consists of five planning areas including Risk Management, Liquidity, Retirement planning, College Planning and Charitable Giving. Strategies are based on individual goals and may include, but are not limited to, insurance planning, asset allocation, managing costs of extended periods of care and lifetime income strategies. In addition to a financial advisor offering investment advisory services through Eagle Strategies LLC, a Registered Investment Advisor, I am also licensed as an agent with New York Life Insurance Company and a Registered Representative of and offer securities products & services through NYLife Securities LLC, (Member FINRA/SIPC), a Licensed Insurance Agency.

1221 N Street
Suite 800
Lincoln, NE 68508

Neither New York Life Insurance Company, or its agents, provide tax, legal or accounting advice. Please consult your tax, legal or accounting professional before making any decisions.

11/03/2026

When people think about IRA withdrawals, taxes are often the first consideration. However, retirement distributions can sometimes affect other areas of your financial picture as well, including Social Security taxation, Medicare premiums, and overall retirement income flexibility.

Understanding these potential ripple effects can help support more informed retirement decisions. Let's discuss how IRA withdrawal strategies could affect your retirement income plan and identify opportunities that may improve long-term outcomes.

10/29/2026

The people around you shape what feels possible. Surround yourself with greatness by choosing voices that challenge you to grow and believe bigger. The right environment will not do the work for you, but it will remind you that your work matters.

10/27/2026

Preparing to never retire can be a dangerous retirement plan. Here are four potentially better retirement strategies.

Planning to never retire is a dangerous retirement plan. Even if you don’t want to retire, you may not be able to continue working through no choice of your own.

10/22/2026

People don't wake up one day and realize they are successful. Success is built through small steps that feel almost too simple to matter until they do. Progress often looks ordinary before it looks impressive. Take one step each day toward living your best life.

10/20/2026

Periods of market volatility can create uncertainty, particularly for those relying on retirement income. Having a strategy to support essential income needs may help provide greater flexibility when markets become unpredictable.

If you have concerns about market shifts, let’s schedule time to review how your current approach is positioned for changing market conditions.

10/15/2026

Most people are not held back by a lack of vision. They are held back by waiting for the perfect moment to begin. The smallest action creates momentum.

Time is moving quickly. Dreams get louder when your actions finally match them. Start where you are today and build your best life.

10/13/2026

Tax planning can play an important role in retirement. In some cases, a Roth conversion may create additional flexibility by helping manage when and how retirement income is taxed. However, Roth conversions also involve important tax considerations that should be carefully evaluated.

If you'd like to explore whether a Roth conversion strategy could make sense for your situation, let's connect.

10/08/2026

Most ideas do not fail because they are weak. They fail because they sit too long. Start now, learn in motion, and build momentum. Progress has a way of revealing the next move. Living our best life requires action.

10/06/2026

For couples, retirement planning often means preparing for the possibility that one partner may live significantly longer than expected. That can affect how retirement income is structured and how long assets may need to last.

Let's discuss how your retirement strategy is designed to support both of you over the long term.

10/01/2026

The right moment rarely announces itself. Take chances and start now because momentum is built by movement, not waiting.

Address

1221 N Street, Ste 800
Lincoln, NE
68508

Telephone

+14024138325

Website

http://www.newyorklife.com/

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