Maven Financial

Maven Financial Maven Financial provides cutting-edge financial advice and solutions to businesses and families.

Victoria Staudinger is an agent of and licensed to sell insurance through New York Life Insurance Company and may be licensed with various other independent insurance companies in the states of AZ, CA (CA Insurance License ), CO, DC, IL, IN, MD, MI, NJ, NY, PA, TX, VA, and WA. No insurance business may be conducted outside of these states referenced. Victoria Staudinger is a Registered Repr

esentative of and offers securities products and services through NYLIFE Securities LLC, Member FINRA/SIPC, a licensed insurance agency. In this regard, this communication is strictly intended for individuals residing in the states of AZ, CA, CO, DC, FL, IL, IN, MD, MI, NJ, NY, PA, TN, TX, VA, WA, and WI. No offers may be made or accepted from any resident outside the specific states referenced. Victoria Staudinger is a Financial Advisor offering investment advisory services through Eagle Strategies LLC, A Registered Investment Adviser, in the states of AZ, CA, CO, DC, FL, IL, IN, MD, MI, NJ, NY, PA, TN, TX, VA, WA, and WI. As such, these services are strictly intended for individuals residing in the states referenced. Neither Maven Financial nor New York Life or its subsidiaries and affiliates provide tax, legal or accounting advice. Please consult your own tax, legal or accounting professional regarding your particular situation. Maven Financial is not owned or operated by New York Life Insurance Company or any of its affiliates. I am not licensed in all jurisdictions

880 Harrison St SE, Suite 160
Leesburg, VA 20175
(703) 687-3050

Eagle Strategies LLC and NYLIFE Securities LLC are New York Life Companies. Registered branch address:
2600 Network Blvd
Ste 130
Frisco, TX 75034

We know how important and impactful finances can be in your life. Read this article to see how making New Year’s resolut...
01/11/2024

We know how important and impactful finances can be in your life. Read this article to see how making New Year’s resolutions today could put you on a permanent course to futureproof your finances.
https://nyl.co/3Sb9AkS
If you have any questions about your financial situation, please feel free to reach out. I’ll be happy to help!

One key to a more secure retirement.Research shows that many people close to retirement age have significant holes in th...
12/28/2023

One key to a more secure retirement.
Research shows that many people close to retirement age have significant holes in their retirement plans, which can leave them financially at-risk during retirement. The solution lies in long-term planning. Check out this helpful article for steps you can take.
https://bit.ly/3TEnVYc
If you have any questions about your retirement, please feel free to reach out. I’ll be happy to help!

Wrap up your holiday spending, now. Keep your Holiday Season spending in check by following a few budgeting tips – that ...
12/12/2023

Wrap up your holiday spending, now.
Keep your Holiday Season spending in check by following a few budgeting tips – that way, you're in charge, not the other way around! Here’s a great article to get you started: https://bit.ly/3RmU83F
If you have any questions about developing a budget or your personal finances, please don’t hesitate to reach out. I’m here to help.

In today’s world it can be tough to save money. However, saving money is essential for protecting against financial chal...
11/30/2023

In today’s world it can be tough to save money. However, saving money is essential for protecting against financial challenges and unexpected expenses.
Discover a simple 3-step savings plan that anyone can follow in this article:
If you need help developing a financial strategy for your future, please feel free to give me a call.
https://bit.ly/48eTvQD

Estate planning isn't just for the wealthy; it's crucial for all. Having a plan is essential if you have loved ones. Sta...
11/15/2023

Estate planning isn't just for the wealthy; it's crucial for all. Having a plan is essential if you have loved ones. Start now to prevent future complications.
If you have any questions about estate planning, wills or trusts, please feel free to reach out.

Avoid complications by planning out your estate today. Learn the difference between a will and living trust in an estate plan.

Only 57% of people in their midlife years believe they'll be able to retire. If you’re one of those people, here’s some ...
10/30/2023

Only 57% of people in their midlife years believe they'll be able to retire. If you’re one of those people, here’s some good news. There are several ways to catch up on your retirement savings. Read this informative article to find out more.

https://bit.ly/3sdZDJj

If you have any questions about making plans for your retirement, please feel free to reach out.

Household debt, primarily driven by credit card debt, is on the rise in the U.S. Managing this debt may seem tough, but ...
10/16/2023

Household debt, primarily driven by credit card debt, is on the rise in the U.S. Managing this debt may seem tough, but it's achievable. Check out these 7 tips to help you pay off debt and save at the same time.

If you need help with debt control or developing a strategy for a more secure financial future, reach out to me. I’m here to help.

It can be challenging to pay off debt and save at the same time, but it is possible using these tips.

I am truly honored to be selected again as one of the best financial security professionals in the state by Forbes Top F...
09/29/2023

I am truly honored to be selected again as one of the best financial security professionals in the state by Forbes Top Financial Security Professionals for Texas. I am humbled and grateful, especially to my clients for their trust and inspiration. Read more about the list and the ranking methodology here.

Forbes is unveiling its annual ranking of America’s Top Financial Security Professionals (FSPs)—the professionals families rely on for wealth planning and protection, including insurance.

In July, nursing home and adult care costs surged by 2.4%, the highest monthly increase since 19971, driven by inflation...
09/26/2023

In July, nursing home and adult care costs surged by 2.4%, the highest monthly increase since 19971, driven by inflation. Planning for long-term care is crucial because 70% of adults who reach 65 need long-term support before passing away2. To learn more about the costs and the future of nursing home care, check out this article.

https://bit.ly/4672sKP

If you have any questions about making plans for long-term care or retirement, please feel free to reach out.

1 Bureau of Labor Statistics
2 Study by The Urban Institute.

Are there potentially unclaimed retirement funds waiting for you? Around 25% of 401(k) plans are abandoned or forgotten,...
09/13/2023

Are there potentially unclaimed retirement funds waiting for you? Around 25% of 401(k) plans are abandoned or forgotten, per recent estimates1. Curious about unclaimed benefits for you? Read this guide to know for sure:

https://bit.ly/46bx8Ky

If you have any questions about your financial goals for retirement, please don't hesitate to get in touch.

1. Capitalize. The True Cost of Forgotten 401(k) Accounts (2023). Accessed Jul 31, 2023.

According to a recent New York Life survey*, 15% of adults anticipate receiving an inheritance within the next 10 years....
08/28/2023

According to a recent New York Life survey*, 15% of adults anticipate receiving an inheritance within the next 10 years. While this may seem promising, it's essential to recognize that this legacy money may not go as far as you think. There are economic realities that may get in the way.

If you have questions about creating a financial strategy, please feel free to contact me.

*https://nyl.co/47NcBhd

The economy continues to thrive with low unemployment and a slowdown in inflation. However, short-term interest rates co...
08/17/2023

The economy continues to thrive with low unemployment and a slowdown in inflation. However, short-term interest rates continue to rise

If you have any questions about how to develop a solid financial strategy, please reach out to me!

Savers will get the best rates from top-yielding savings and money market deposit accounts at online banks.

Annuities can provide a reliable income stream in retirement. New York Life research has shown annuities can also help r...
07/21/2023

Annuities can provide a reliable income stream in retirement. New York Life research has shown annuities can also help retirees feel happier and more confident in their investments. Read this article to find out how retirees' lives are impacted for the better by owning an annuity.

If you have questions about retirement or reaching your financial goals, please feel free to contact me.

New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity

Being prepared looks different across all phases of life. Understand what people like you typically consider when making their plans.

"Finding a good nursing home for yourself or a loved one may take time and effort, but it is well worth it. This article...
07/07/2023

"Finding a good nursing home for yourself or a loved one may take time and effort, but it is well worth it. This article gives you important facts about nursing homes today and tips on how to search for a high-quality facility.

https://bit.ly/3NG3zcG

If you have questions about retirement or reaching your financial goals, please feel free to contact me.

New York Life is an Equal Opportunity Employer M/F/Disability/Veteran/Sexual Orientation/Gender Identity "

Chronically understaffed and expensive, nursing homes have changed over the years, much of it for the worse. But they fill a need for many. How do you find a good one?

Owe the IRS money? Apply for an Offers in Compromise (OIC) to help you settle your tax debt. Learn more about the OIC pr...
06/29/2023

Owe the IRS money? Apply for an Offers in Compromise (OIC) to help you settle your tax debt. Learn more about the OIC process, in this article.

Taxpayers dread owing money to the government.

The value of money in everyday life is a lesson that all children should be taught. This article has some great ideas an...
06/26/2023

The value of money in everyday life is a lesson that all children should be taught. This article has some great ideas and tips for teaching your kids about money and how inflation has such a big impact.
https://nyl.co/44dmCBA
Aside from teaching your kids, if you have questions yourself about finances or investing when inflation is so widespread, please feel free to contact me.

Are you getting the most out of your 401(k)-company match? Take a closer look at how it works so you don’t leave free mo...
06/22/2023

Are you getting the most out of your 401(k)-company match? Take a closer look at how it works so you don’t leave free money on the table.

A 401(k) company match allows you to save even more for retirement. Learn how a 401(k) employer match works and how to take advantage of it.

Next year, you’ll be able to put more money into your health savings account, which can turn these tax-advantaged accoun...
06/20/2023

Next year, you’ll be able to put more money into your health savings account, which can turn these tax-advantaged accounts into long-term wealth building vehicles. Here’s how.

Contributions to health savings accounts increase at steepest level since HSAs were first rolled out in 2004.

Holding cash isn’t going to help you build or preserve wealth over time. But if you’re setting aside money for an upcomi...
06/08/2023

Holding cash isn’t going to help you build or preserve wealth over time. But if you’re setting aside money for an upcoming expense, here’s how you can use the yield curve to your advantage to optimize cash returns.

Rising interest rates making you wonder whether to invest extra money or keep it in cash? For some, holding cash may be short-sighted.

Tax time has come and gone. While your mind is still in a money mode, this is a great time to do an income tax health ch...
05/11/2023

Tax time has come and gone. While your mind is still in a money mode, this is a great time to do an income tax health check. This great article from New York Life includes five things you can do to help minimize your taxes for the future. If you have any additional questions about your taxes or personal finances today, please contact me.

Plan your tax strategy with five top tax season financial planning considerations from refunds to cashflow and investment-related deductions.

Will Social Security run out? The short answer is “yes”. If Congress doesn't make changes to Social Security by 2035, yo...
04/26/2023

Will Social Security run out? The short answer is “yes”. If Congress doesn't make changes to Social Security by 2035, your benefits may be reduced. Here’s what you need to know about the status of Social Security now, how it may affect your retirement, and what you can do about it.

https://yhoo.it/3LvKNod

If you have additional questions about reaching your retirement goals, please feel free to contact me.

Time to get your debt under control. Managing your debt can be a real challenge. Debt consolidation is one effective way...
04/19/2023

Time to get your debt under control. Managing your debt can be a real challenge. Debt consolidation is one effective way to wrangle your debt and there may be other options available, depending on your circumstances. This article has everything you need to know about debt consolidation, some alternatives, and how to get started.

https://money.usnews.com/loans/personal-loans/articles/what-is-debt-consolidation-and-how-to-do-it

If you have any additional questions about debt and taking control of your finances, please contact me.

Trying to manage your family and career has its challenges. I can help you find financial solutions to help you get the ...
03/30/2023

Trying to manage your family and career has its challenges. I can help you find financial solutions to help you get the most out of your benefits.

When it comes to retirement, how do people really feel?  Do they want to retire early, later, or not at all? Find some i...
03/29/2023

When it comes to retirement, how do people really feel? Do they want to retire early, later, or not at all? Find some interesting answers in this 2023 Harris Poll survey asking thousands of Americans how they feel about their retirement:
https://bit.ly/40LxYLE
Do you have more retirement questions? Please reach out to me. New York Life Insurance company and its employees do not provide tax or legal advice. Please consult with your tax and legal advisors regarding your personal circumstances. "

Most Americans plan to retire, and those who do plan to retire expect to quit full-time work at age 57, on average, a new NerdWallet survey finds.

Mentoring can be a great way to engage new employees, increase job satisfaction, and boost retention. The 7 helpful tips...
03/23/2023

Mentoring can be a great way to engage new employees, increase job satisfaction, and boost retention. The 7 helpful tips found in this article can help you get started. Contact me to explore other small business solutions.

Mentorship programs at work are essential to employee retention and growth. New York Life offers 7 tips for effective mentoring in the workplace.

Now that you’ve made the leap into a new career, have you thought about how your employee benefits may change? Let’s tal...
03/20/2023

Now that you’ve made the leap into a new career, have you thought about how your employee benefits may change? Let’s talk about financial solutions that will work best with your benefits.

Do benefits matter to today’s mobile workforce? You bet they do. As this article shows, perks and benefits have become e...
03/16/2023

Do benefits matter to today’s mobile workforce? You bet they do. As this article shows, perks and benefits have become even more important to employees since the pandemic. Click to read more.

During the pandemic, workers had to cope with health issues, financial concerns, and changing job demands. Benefits helped make a difference, according to these key takeaways from

Your new job’s group disability insurance may not be enough protection against a loss of income if an injury or sickness...
03/10/2023

Your new job’s group disability insurance may not be enough protection against a loss of income if an injury or sickness prevents you from working. I can help you develop an income protection strategy. Let’s talk.

Address

5005 Lyndon B Johnson Freeway, Ste 1600
Dallas, TX
75244

Opening Hours

Monday 8:30am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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