Matt Schernikau, Financial Advisor - New York Life

Matt Schernikau, Financial Advisor - New York Life 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.

We are almost half way through 2026. Thinking back on our New Year's Resolutions, are you half way to your goals? If no...
06/11/2026

We are almost half way through 2026. Thinking back on our New Year's Resolutions, are you half way to your goals? If not, why not? If not, what can you do today to take the first step in moving toward living your best life?

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.
06/09/2026

Thinking of unretiring? Before you decide to return to work, make sure you know the answers to these critical questions.

Wow! I can't believe it has been 14 years since I began my career at New York Life! I want to thank my family, my staff,...
06/06/2026

Wow! I can't believe it has been 14 years since I began my career at New York Life! I want to thank my family, my staff, and my wonderful clients for their continued support and trust over the years.

I think it is safe to say that life throws us some pretty nasty curveballs once in a while. Realizing we are on the wron...
06/04/2026

I think it is safe to say that life throws us some pretty nasty curveballs once in a while. Realizing we are on the wrong path is good. It keeps us from going further in the wrong direction. It keeps our path to our best life as short as possible.

If you realize your life is on a path different than what you want, change now. Your future self with thank you.

The article highlights how different withdrawal strategies may affect taxes during retirement.
06/02/2026

The article highlights how different withdrawal strategies may affect taxes during retirement.

Test your retirement tax knowledge with our short quiz.

I often ask people I work with, "When you were 20 years old and thought about your future, is this where you thought you...
05/28/2026

I often ask people I work with, "When you were 20 years old and thought about your future, is this where you thought you would be"?

I can't think of many people in the last 20 years that said yes, they are living the life they dreamed of. Why is that?

As we become adults, I think it becomes easier to accept the daily grind of our life and we get caught in a pattern. If you aren't living your best life now, what needs to happen to start yourself and your family on a different path?

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time wor...
05/26/2026

Understand how income levels can affect IRMAA surcharges and Social Security taxation—and how factors like part-time work or volunteering may play a role.

Avoid rising IRMAA surcharges and discover how volunteering and part-time work keep more of your Social Security benefits tax-free.

I hear too many people dwell on things that have already happened. We can't change the past, but we can use it as a spr...
05/21/2026

I hear too many people dwell on things that have already happened. We can't change the past, but we can use it as a springboard to future success. Most of the world's greatest accomplishments are yet to happen. Define the vision of the future You and take the first step to living your best life.

05/19/2026

What if you could keep your employee benefits when you left your job? With employee benefit protection products from New York Life Insurance Company, you can.
If you’re seeking a simple, straightforward application process and want to learn more, watch this video and get in touch today.

Address

1221 N Street, Ste 800
Lincoln, NE
68508

Telephone

+14024138325

Website

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