Dan Maher, CFP CLTC Chfc Financial Advisor with Eagle Strategies LLC

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Waltham, MA
Dan Maher, CFP CLTC Chfc Financial Advisor with Eagle Strategies LLC

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Financial Advisor offering investment advisory services through Eagle Strategies LLC My family is rooted in Dedham and I care deeply about the community.

I offer a variety of products that help meet a number of insurance and financial needs, including, but not limited to college funding, retirement, managing costs for extended periods of care and lifetime income strategies. Please contact me to help you fully analyze your needs and recommend appropriate solutions. I have 28 years of experience and the core of my practice is focused on serving the Dedham community. When working with clients, I strive to understand their financial situation and help them to put plans in place to help them meet their financial objectives. What differentiates my practice from others is that I work with clients on a continuous basis to ensure that they reach their goals. My clients receive education about their options, and feel empowered to make informed financial decisions. I have earned my Certified Financial Planner, CFP, designation as well as Certified in Long-Term Care, CLTC. I am an Agent licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent unaffiliated insurance companies. Additionally, I am a Registered Representative of and offer securities products & services through NYLIFE Securities LLC, (Member FINRA/SIPC), A Licensed Insurance Agency. Any testimonial on this site is based on an individual’s experience and may not be representative of the experience of other customers. These testimonials are no guarantee of future performance or success. Registered Branch Address- New York Life/NY Life Securities, 201 Jones Road, 5th Floor, Waltham, MA 02451; office (781) 398-1385

Neither New York Life Insurance Company, nor its agents, provide tax, legal, or accounting advice. Please consult your own tax, legal, or accounting professionals before making any decisions. I am not licensed in all jurisdictions. California License No. 4382828

10/29/2026

Life changes. But sometimes beneficiary designations don’t change with it.

This Kiplinger article is a helpful reminder of why it is so important to periodically review the beneficiaries on your retirement accounts, life insurance policies, and other accounts to make sure they still reflect your wishes.

Check out the article here:

https://bit.ly/4inofWe

If you have questions about your own beneficiary choices, send me a message.

10/27/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

10/25/2026

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."

10/21/2026

A 529 plan offers a tax-advantaged way to prepare for future education costs. Reach out to me today to learn more about this efficient and versatile way to save.

A 529 plan can bolster your college savings accounts. Grow your college savings in a tax-deferred state-sponsored 529 account that is distributed tax-free.

10/19/2026

Required minimum distributions (RMDs) generally increase as we age, which means retirement withdrawals and tax obligations may change over time. Planning ahead can help reduce surprises and create greater flexibility later in retirement.

If you'd like to better understand how future RMDs may affect your retirement income strategy, let's connect.

10/17/2026

Market declines are never easy, but they can be particularly impactful early in retirement when withdrawals begin. This is often referred to as sequence of returns risk and can affect how long retirement assets last.

Let's talk about ways to help position your retirement strategy for both opportunities and challenges that market exposure may present.

10/15/2026

Warren Buffett, Beyoncé, Jay-Z and Shaquille O’Neal have all shared their thoughts on inheritance—and their approaches may surprise you.

This Kiplinger article looks at how several well-known people think about passing wealth to the next generation, and raises an interesting question: What do you want the wealth you’ve built to do for the people you care about?

Check out the article here:

https://bit.ly/4dDBGzH

If it gets you thinking about your own plans, send me a message.

10/11/2026

Many retirement plans focus on income and investments, but healthcare and extended care expenses are often overlooked. These costs can have a meaningful impact on long-term financial security.

Planning ahead may help you prepare for future healthcare-related needs and provide greater confidence in retirement. Reach out if you’d like to discuss how extended care planning fits into your overall strategy.

10/09/2026

If you or someone you care for has a qualifying disability, an ABLE account can be a tax-efficient way to invest for the future—and remain eligible for essential federal benefits. Learn more here: https://nyl.co/3VCo5T6

Address

Waltham, MA
02451

Website

http://www.danieltmaher.com/

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