Mark C Weller CFP MBA, Financial Adviser with Eagle Strategies LLC

09/08/2026

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.

08/25/2026

Some may sound like myths, but these unique tax write-offs can be approved under strict IRS medical guidelines — provided you have the right paperwork.

08/18/2026

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.

08/15/2026

My colleague, Dominick Dinofa, CFP®️ ChFC®️ and I recently were fortunate to attend a special "Meet the Managers" event in Yankee Stadium hosted New York Life Investments.

08/11/2026

Two studies have raised new questions about the size and impact of the coming great wealth transfer.

08/01/2026

I am honored to have qualified for New York Life's President's Council for 2026. Looking forward to seeing my peers from around the country at our business meeting this fall.

07/28/2026

Learn how to support adult children financially without sacrificing your retirement, savings, or long-term financial security.

07/21/2026

Noncitizens don't get the unlimited marital deduction. Learn how the QDOT bridges this gap to defer estate taxes and protect your family's legacy.

07/18/2026

I’m incredibly honored to be named one of Forbes | Shook Best-in-State Financial Security Professionals as one of the leading insurance professionals in the state! Huge thanks to my amazing clients for their trust and to New York Life for providing the tools to make this possible. Check out the list and ranking methodology here https://bit.ly/4vH6W7d

07/14/2026

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

Test your retirement tax knowledge with our short quiz.