Matthew Delaney, Financial Advisor with Eagle Strategies, LLC

10/21/2025

Have you thought about how your retirement assets might impact your heirs once you're gone? In this story, Elizabeth worked hard to build significant retirement savings. But when it came time to pass those assets to her daughter, Maggie, taxes took a big bite out of the inheritance. I can show you an approach that allows you to maximize the value of your assets for your heirs while maintaining access to funds if needed, often by smartly utilizing life insurance and optimizing distributions.

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09/29/2025

Spurred on by competitive pressures, small businesses are racing to adopt AI.

Spurred on by competitive pressures, small businesses are racing to adopt AI. A recent snapshot shows the technology’s day-to-day uses.

09/18/2025

Moves like this aren’t only headlines as they often raise important questions: How should you think about liquidity? Credit? Your portfolio? Even your long-term legacy planning?

Moments like this are a reminder that financial strategies aren’t set-and- forget and should evolve with the environment.

If you’d like to talk through what the Fed’s decision could mean for your bigger picture, let’s connect.

09/09/2025

If you’ve changed jobs over the years, you may have left behind a 401(k) or other retirement plan account. The U.S. DOL’s Employee Benefits Security Administration has created a tool https://bit.ly/46cxiTQ to help you find it. If it turns out that you are owed a retirement benefit and want help reviewing or deciding what to do next with those funds, I’m here to walk you through your options.

10/02/2024

Want to learn why a long-term care solution should be a part of your financial strategy? Click here to read this article. https://bit.ly/3BFmf9O

09/04/2024

Life Insurance Awareness Month is a great time to review your insurance options, but it's even more important whenever you go through a significant life change. Wherever you are in your journey, I can ensure you have the right insurance for your needs. Reach out, and let's chat.

09/02/2024

Happy Labor Day! Let's take a moment to celebrate the dedication and perseverance of all workers. Whether at home or in the office, your hard work truly makes a difference.

08/28/2024

This past week, it was an honor to travel to Nashville, TN in order to participate as a qualifier in the New York Life Executive Council. It was an excellent opportunity to learn from fellow NYLIC’s on their work in financially securing their communities as well as gathering updates from senior leadership on the direction of the company. Additionally, it was a great honor to congratulate fellow NYLIC and New Jerseyan Sonali Virendra on her appointment as the incoming Senior Vice President and Head of Agency for this Fortune 100 company.

05/13/2024

Work but make it Old School 🎤🧢. It was my privilege to get to meet legends Treach (from Naughty by Nature) and Ice T while attending the 2024 Annual Kickoff Event of the Leonidas Foundation on Friday night.

04/13/2024

While Justina Valentine from MTV’s Wild N Out makes that bag for her retirement, professionals like myself make sure the tax consequences on that bag are balanced so there is plenty left for her to enjoy retirement. A pleasure to meet her at the first ever Paisan Con 2024 🇮🇹🍝🍕🍷

01/23/2024

Using IDITs to reduce taxes and protect assets Want to keep more of your hard-earned wealth in your family's hands? Jeff Chadwick, JD, reveals the power of intentionally defective irrevocable trusts (IDITs) in this article, diving deep into the nuanced world of transfer taxes, estate taxes, and effective strategies to protect your assets. Using IDITs can not only reduce your taxes but also can ensure your wealth is secured for future generations. It's never too late to start planning your estate, but remember, professional consultation is key to tailor the best strategies for you. Read this article from Jeff Chadwick at Winstead, PC, to learn more!
https://bit.ly/427EcHx