Danny Materna, Agent with New York Life

01/19/2026

With more workers turning to a side hustle for financial security and career growth, here's why diversified income streams are becoming a core 2026 strategy.

With more workers turning to a side hustle for financial security and career growth, here’s why diversified income streams are becoming a core 2026 strategy.

01/16/2026

Economic growth across the globe will be highly uneven, in 2026, with some major economies accelerating while others hit the brakes.

Economic growth across the globe will be highly uneven, with some major economies accelerating while others hit the brakes.

01/15/2026

Research shows that those who retire without structure, purpose or social connection experience faster cognitive decline, higher rates of depression, even shortened life expectancy. Learn more.

A fulfilling retirement begins with a blueprint for living, rather than simply the accumulation of a large nest egg. Financial freedom is meaningful only when it supports a life of purpose, connection and vitality.

01/14/2026

Average mortgage rates are in the low 6% range, but there are ways to snag a lower rate. Learn about eight strategies for securing a mortgage rate under 6%.

12/09/2025

In today’s job market, finding great people is hard—but keeping them can be even harder. Robert Keebler’s guide for business owners explores how thoughtful retention strategies—from flexible work options and recognition programs to long-term incentives like profit-sharing and deferred compensation—can dramatically improve employee satisfaction and retention. Once you’ve read the article, let’s talk about how you can reward loyalty and strengthen your company’s future. https://bit.ly/3Mnn78J

12/08/2025

Smart planning and strategic management of distributions from your own or inherited retirement accounts can boost their value and better align them with your estate and business goals. Curious how? This article describes best practices such as working with top financial professionals, exploring stretch IRAs, and integrating accounts into trusts to optimize wealth transfer and minimize estate taxes. When you’re ready to learn more rules of the road, let’s look at how these strategies can secure your retirement and protect your legacy for generations to come. https://bit.ly/4pOtekO

11/17/2025

Trillions of dollars unaccounted for in old retirement accounts. Billions are lost in investment gains in old retirement accounts. If you have changed jobs throughout your career, chances are you have an old retirement account sitting somewhere.

Now is the time to review those plans to make sure your money is working hard for you, while you are working hard at your job.

✉️ [email protected]

As workers change jobs, more retirement accounts are being left behind.

11/17/2025

Here are some tax-advantaged strategies to consider before year-end

Don't wait until the end of the year to do last minute tax planning, start now and set yourself for success.

11/10/2025

Lately, I have been seeing a lot of companies laying off their employees. (Amazon, Intel, Microsoft, UPS to name a few) If you or a friend have been recently laid off and worried about your replacing your workplace benefits, give me a call.

I can help guide you through this tumultuous time while you figure out your next steps. You can put all your focus on finding a new job and not also worrying about your finances.

✉️ [email protected]
📲 (978) 551 8176

11/08/2025

Learn about common Social Security filing mistakes and how understanding your options can help you make informed decisions about your benefits.

Want to maximize your Social Security check? Learn the 10 most common Social Security filing errors and the steps you need to take to boost your guaranteed retirement income.

11/07/2025

Even business owners who recognize the need for a succession strategy often don’t know where to start. Here is a high-level roadmap to help set the wheels in motion.

A business succession plan starts with exploring your options and learning who might be interested in taking over.

11/06/2025

Many employers offer supplemental life insurance to employees at group rates, sometimes without requiring a medical exam. However, it’s a good idea to compare your options to help ensure your coverage and costs fit your needs.

Learn more about Supplemental Life Insurance and if it works for you