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Dan Maher, Financial Services Professional with NYLife Securities LLC

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Waltham, MA
Dan Maher, Financial Services Professional with NYLife Securities LLC

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

edham 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

09/01/2024

September is Life Insurance Awareness Month, created and coordinated by Life Happens, a life insurance awareness nonprofit. This month and beyond, we’re committed to educating consumers about the importance of life insurance. Make sure to stay tuned for our educational content this month.

08/31/2024

As tuition costs continue to rise, learn actionable tips and strategies on how to reduce college expenses and increase your chances of securing financial assistance.

Learn actionable tips and strategies on how to reduce college costs and increase your chances of securing financial assistance.

08/30/2024

Learn more about Individual Disability Insurance from New York Life.

08/28/2024

Knowing the difference between active and passive investing can help you choose a strategy that works best for your portfolio. https://bit.ly/3X2s5tc

08/27/2024

Millennials' finances are a mixed bag, with some hit incredibly hard by the 2008-09 Great Recession or COVID-19 pandemic, while many have since earned good jobs, engaged in smart retirement planning and secured what may be the last truly low mortgage interest rates on homes.

Millennials' finances are a mixed bag, with some hit incredibly hard as young workers during the Great Recession of 2008-09 and others suffering during the COVID-19 pandemic. Yet many millennials have...

08/26/2024

Worried about your retirement? You're not alone. Only 33% of retirees feel confident that they have enough money to last through retirement. Let's change that statistic together. Reach out to learn how my tailored retirement strategies can help you feel more secure about your financial future.

08/24/2024

Tyson Vines’ story shows the different outcomes his family faced with and without life insurance over the past two generations.
Tyson Vines’ family experienced two very different stories over the course of his childhood – one ended in auction, the other in action. Watch Tyson’s story to see how his father changed their family legacy from one of loss to one of love. https://bit.ly/2CMU621 (2:51)

08/23/2024

Mastering Family Business Dynamics
Succession planning for family owned enterprises is not just a business necessity; it's a commitment to preserving family harmony and ensuring the longevity of the business. Addressing the complexities of family dynamics and making informed, transparent decisions can help family business owners minimize future conflict both in the boardroom and in the family room. This article, by estate planning attorney Patricia Annino, provides basic principles and best practices for mastering family business dynamics. https://bit.ly/4dzYLBk

08/22/2024

Women often face some form of wage disparity during their working years. Over time, this discrepancy can really add up. The good news is there are ways you can catch up on your savings. Reach out and together we'll come up with a strategy that will prepare you for the financial future you deserve.

08/19/2024

Private markets have grown in importance over the last 15 years. What’s next, and what does it mean for investors? This week’s podcast begins a series on private markets, how they are impacted by the economy, and what investors should consider in their allocation.
https://bit.ly/4dPRFs8

08/18/2024

As of June 2024, 26 states require that students take a personal finance course before graduating from high school. This proves to be a way to be better financially secure.

As of June 2024, 26 states require that students take a personal finance course before graduating from high school, according to Next Gen Personal Finance. This proves to be more financial education...

08/17/2024

With back-to-school season upon us, it's a great time to think about your long-term financial goals. Whether it's saving for college, planning for retirement, or ensuring your family's financial security, I'm here to help every step of the way. Reach out, and let's work together to make sure you're prepared for whatever the future holds.

08/16/2024

The economic conditions around the Fed cutting rates have finally changed. So, what does that mean for rates and the market?

08/15/2024

As this summer season comes to a close, don't forget to prepare for all the ones ahead. Reach out to learn how I can help you safeguard your family and build a more secure future.

08/14/2024

The number of young people experiencing the death of a parent or sibling is on the rise. In a recent survey by New York Life Foundation, it was shown that schoolteachers overwhelmingly agree that grief can have an adverse impact on a child’s behavior. It’s critical that these children receive support. Learn more about how New York Life is making a difference in the lives of those who are grieving.

The 2024 State of Grief Report highlights not only the ongoing need, but also a growing desire, for holistic help and support for those experiencing grief in workplaces, schools, and communities.

08/13/2024

Thinking about going back to school? You're not alone. If you're one of the 38%, reach out to learn how I can help you pursue your dreams and your financial goals.

08/12/2024

Loud budgeting is a social media trend that can help you set financial boundaries and say no to expenses that don’t align with your money goals. Learn the benefits of loud budgeting and how to implement it in your own life.

08/10/2024

New York Life launched a $1 billion impact investment initiative to help promote small businesses, affordable housing, and community development in underserved communities. Click here to learn about our approach and our progress this .
https://bit.ly/46FuFtu

08/09/2024

Financial security means having the right financial strategy for your goals. That's why I offer trusted guidance to help you make informed financial decisions for your future. Reach out, and together we can create a strategy that works for you.

08/08/2024

We all must deal with grief at some point in our lives. Learning to understand and process it is important for yourself, your family, and the people you care about. This site offers videos, techniques, strategies, and readings about how to cope with grief. Learn how to talk about death openly, honestly, and in an age-appropriate way.
https://bit.ly/3SGyvwO

08/07/2024

Whether you're looking to grow your business, protect your legacy, or provide valuable benefits to your team, I have solutions tailored for you. This Black Business Month, reach out and let's work together to achieve your goals and ensure a bright future for your employees.

08/05/2024

Did you know that over 70% of Americans over the age of 65 will need some form of long-term care in their lives? Planning for retirement means preparing for life's uncertainties. This National Senior Citizens Day, reach out and let's work together to ensure you're well-prepared for the future.

Use New York Life's tool to access long term care insurance cost information by state and region. Learn more about long term care costs and what they include.

08/04/2024

Summer break meant spending more time with the grandkids, but what will that mean for your savings? From budgeting tips to retirement income strategies, I can help you make the most of your retirement. Reach out, and let's discuss your goals together.

08/03/2024

You may not think you need life insurance when you're young and healthy, but that's actually the best time to get it. The right policy can help you pay for expenses, grow wealth over time, and save money by locking in your rates early. Reach out and do more for your financial health.

08/02/2024

With Fed policy now running counter to the ECB, the desynchronization of the global economic cycle is clearly visible. What can policy timing tell investors about global allocation choices? The Global Market Strategy team at New York Life Investments shares their views. For the team’s investment views, visit:
https://bit.ly/3WyyAU6

08/01/2024

Lauren Goodwin, Chief Market Strategist at New York Life Investments, hosts Alex Cook, Head of Strategic Capabilities at New York Life, as they explore how artificial intelligence is ushering in transformation at New York Life. They focus on AI’s practical applications, ethical considerations, and the future impact of AI on client and company outcomes.
https://bit.ly/3WufNt9

07/31/2024

Teaching kids about money can be one of the most powerful lessons you give them. As parents, you have the unique opportunity to shape their financial future by instilling smart money habits early on. This Make a Difference to Children month, learn how simple activities like saving allowance, discussing needs vs. wants, and setting financial goals can pave the way for their financial literacy and independence.
https://bit.ly/4cnNjaF

07/30/2024

For recent grads, smaller cities can offer better career opportunities and more affordable housing. Find out which city is ranked number 1 and why.

For recent grads, smaller cities can offer better career opportunities and more affordable housing. Here's why this city ranks No. 1.

07/29/2024

Today’s kids are growing up in a difficult financial landscape. Money guru Ramit Sethi shares some tips for Gen Z.

Today's kids are growing up in a difficult financial landscape. Luckily, money guru Ramit Sethi, author of the worldwide bestseller "I Will Teach You to Be Rich," has some tips for Gen Z. When he was...

07/27/2024

Balancing the care of elderly parents and your family is never easy, but having someone to help guide you in your financial decisions can make a huge difference. Let’s work together to create a strategy that supports your responsibilities and secures your financial wellbeing. Reach out and let's talk.

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Videos

Learn more about Individual Disability Insurance from New York Life.

The economic conditions around the Fed cutting rates have finally changed. So, what does that mean for rates and the market?

Slowing spending indicators are suggesting consumers may be tightening their budgets. The Global Market Strategy team at New York Life Investment takes a deeper look at what cooler consumer spending means for the economy and the Fed.

It may only be summer, but election risk is on the rise. The Global Market Strategy team at New York Life Investments lays out a framework for thinking about election risk in the second half.

The U.S. dollar has marched steadily higher this year, but a strong dollar is not a clear-cut positive, even for U.S.-based investors. The Global Market Strategy team of New York Life Investments explores what dollar strength means for global trade and financing. For the team’s investment views, visit: https://bit.ly/3RbqKOr

Happy Asian American and Pacific Islander Heritage Month! Together let's celebrate the rich cultures, traditions, and contributions of our AAPI communities. #AAPIHeritageMonth

Life insurance is your all-star player, it can provide protection to help defend your beneficiary's standard of living while offering living benefits to help you go on the offensive in financial planning. Watch this video to learn more. https://nyl.co/3UpehJa

The time is now to act on your love Kids grow up so very fast. As a parent, securing their future is crucial. That includes saving for their education. The time is now to act. As a New York Life agent, I’m here to help you do just that. Working as your guide, I can help you create flexible strategies for their education. Please reach out and let's work together to ensure their dreams become reality.

Let our RISE The Empowerment Plan®️ program be the catalyst for your family's financial success. So far, New York Life and our nationwide network of agents have built more than $100B in generational wealth through life insurance benefits for Black families and business owners. Sound like something you’d be interested in? Contact me to learn more.

The time is now to prepare for retirement We all dream of a fulfilling retirement – relaxing, pursuing passions, and spending more time with the ones we love. It’s all too easy to put off planning for it. However, the sooner you start, the better off you’ll be. As a New York Life agent, I have the tools and resources to help you do just that. The time is now to build on the promises you made and get on the right track toward that retirement. Please reach out and let’s connect. Working together, we can do this.

Learn how disability insurance can help protect your most valuable asset by replacing a portion of the income you could lose if a disabling sickness or injury prevents you from working. https://nyl.co/3IMvrtF

Protect your future by being prepared for the unexpected. Learn more about disability insurance today. https://nyl.co/3TqoZyr

Cards and candy can be a great way to tell someone you love them, but the best way to show them is by providing reassurance and stability. This #ValentinesDay, show your loved ones you're in it for the long haul and learn why life insurance is the best way to say, "I love you". #InsureYourLove https://nyl.co/42HtKXf

Learning about finances should start at home with parents as the teachers. Talking to kids about money early on is key to securing their financial future. So is making a financial strategy for their future – whether it's saving for college or protecting your whole family's legacy, we can help.

Want to prepay your life insurance premiums while reducing your out-of-pocket costs? For a limited time, New York Life is offering a 12% first year interest rate and 6% for subsequent years on the Premium Deposit Account (PDA) to fund premiums for select life insurance products. Speak to me today to learn more.

#SmallBusinessSaturday falls on November 25th this year. At New York Life, we take pride in serving you and your employees by offering financial security and future planning solutions. Below you can listen to why agents like me are appreciative of all that small businesses do.

Looking for life insurance that's versatile and flexes as your needs change? See how the customizable options in our term life insurance can help you meet both short- and long-term goals. https://nyl.co/3Ku94u7

When it comes to being financially prepared, a one-size solution doesn't always cut it. With our term life's customizable options, you can create a solution that's perfectly suited to your needs. https://nyl.co/4473TYS

According to Mark Browne, an expert on risk management and insurance, cash value life insurance can be a powerful wealth building tool. This video shows how the tax advantages compare favorably to some popular individual retirement vehicles. https://nyl.co/3Nlb88v