Tobin Mergenthaler - NYL

ISO: Appt Setter/ Client Relationship Manager

Local Wealth Management Firm:
- Training provided
- Flexible hours
- work from after initial training
- promotable platform
- holidays off
- 10-20 hours a week, potential for FT

Please send a message or email [email protected]

If you're a parent of a college-bound kid, a 529 plan can be a great help in paying for your child's education. But did you know that a 529 plan can only be used for qualifying educational expenses? The cash value of a whole life insurance policy has no limitations. Learn how adding whole life insurance to your college savings strategy can give you more flexibility, and reach out if you have questions.

Supplement College Savings With Whole Life Insurance | New York Life New York Life shows you how a whole life insurance policy can be used as a college savings fund. Learn about how to use life insurance to supplement education.

The Child Tax Credit is a federal tax benefit that gives you a dollar-for-dollar deduction on your tax bill for dependent children under age 17. Take a look at how it works, who qualifies, and how to claim it on your upcoming tax return.

What Is the Child Tax Credit? | The Motley Fool Finally -- the kids are paying off. Find out how the Child Tax Credit works and how to claim it for the 2023 tax season.

Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance.

I Have A $300,000 Mortgage, $100,000 In My Savings And No Life Insurance. Will My Children Be Responsible For My Debt? Many people worry about the possibility of passing their debts to their children, particularly when managing substantial debts like a $300,000 mortgage against $100,000 in savings and no life insurance. Understanding debt inheritance and effective financial planning is crucial to preventing this sce...

China’s economic woes have been in the news lately, but investors’ picture is more dynamic: should we focus more on the risks of China’s old economic model, or the opportunities of its new one? Valentina Chen, Co-Head and Portfolio Manager of MacKay Shields’ Emerging Markets Debt team, joins Market Matters to share her perspective.

Market Matters Podcast The market’s late cycle jitters have been assuaged by the persistent AI trend, with a single company in the forefront.

Celebrate National Mom and Pop Business Owners Day with me! As a New York Life agent, I know firsthand how our local businesses help our community. Join me and .

Small Business Insurance | New York Life Learn how small business solutions from New York Life can protect business owners and their employees with a variety of services.

Describe a time you had an idea and put it into action.

Sabbaticals are gaining popularity, offering a chance for personal growth, mental rejuvenation, and career reassessment away from work.

Beyond The Break: The Impact Of Sabbaticals On Career And Health

We’re a proud supporter of month in February. The truth is, the next time you struggle with saying “I love you,” you can show them how much you care with life insurance.

Why Life Insurance Is Worth Your While at Any Age Each decade brings new milestones, but the advantages of having life insurance remain at every age.

During the pandemic, a lot of Americans had to stay home--and many discovered that they preferred staying in to going out.

The Introverts Have Taken Over The U.S. Economy

In the event of a disability, two-income households are 10% more likely than married couples with a single income to file bankruptcy due to higher fixed expenses*. Learn how you can protect your family’s standard of living by adding individual disability insurance to your plan. *The Two-Income Trap: Are Two Earner Households More Financially Vulnerable?, Center for Economic Studies, June2019

Individual Disability Insurance | New York Life Read how an individual disability insurance policy from New York Life can offer personal income protection in the event of a disability.

You may have the perfect retirement in mind, but when it comes to your savings, it's always a good idea to expect the unexpected. From medical bills to inflation, having a steady stream of income in retirement can ensure your plans don't get derailed. Reach out, and I'll help you come up with a strategy that keeps you on track.

Planning for Retirement – Strategies and Insurance | New York Life Are you planning for retirement and concerned about your savings? New York Life can help you identify the insurance, investment solutions, and strategies to make your savings last.

How have higher interest rates changed your spending habits?

Risk management expert, Mark Browne explains why premature death and disability protection is essential for long-term financial security. Learn more.

Five steps to managing the risk of income loss | New York Life Protecting your income sources is a key part of managing financial risk. Learn how life and disability insurance can help with your long-term financial goals.

Great news! New York Life just announced that 2024 will be the 170th consecutive year that eligible participating policy owners receive a dividend. Even better, the declared dividend is $2.2 billion! Want to know why that's important? I'll be happy to explain.

New York Life declares company record. We can help you create a temporary, long-term, or permanent life insurance solution that meets your needs and your budget

It's time to take a deep dive into your retirement plan and get answers that will help keep you on track to reach your retirement goals. Connect today to get started.
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The Social Security overpayment problem worsened in October, now standing at $23 billion. Here’s how the Social Security Administration will try to recoup the overpayment.

Social Security Overpayment Problem Swells to $23 Billion The Social Security Administration will now have to try and recoup $23 billion in overpayments.

The top four resolutions for people in the U.S. heading into 2024 are saving for a rainy-day fund, retirement, their kids’ education and a big purchase, according to a survey by the USA TODAY Blueprint. Learn what else the findings revealed.

Americans biggest financial goal in 2024? Save more money Americans report fiscal optimism and plans to save cash in 2024.

Add structure, meaning, and purpose to your finances using a plan that aligns with your goals and aspirations. Learn how a comprehensive, goals-based approach can help you create the financial future you envision.
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Diversify your portfolio and reduce risk by investing in a mix of stocks, bonds, and other asset classes.
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Want to max at your 401(k) this year? Congress and the IRS greenlighted several new rules that will make it easier for you to save more for retirement.

How To Max Out Your 401(k) In 2024: New Rules Make It Easier Among the countless headlines last year, little attention was paid to retirement saving.

Are you having trouble saving for retirement? A recent survey found that adults who had a financial strategy in place are more likely to say that they’ve started setting money aside than those without (58% vs. 18%, respectively).
Discover more interesting findings in the most recent Wealth Watch Survey from New York Life.

New York Life Wealth Watch 2024 Outlook New York Life’s latest Wealth Watch survey finds financial resiliency among American adults, even in the face of high interest rates and rising credit card debt.

Even with inflation and the jobs market both running hot, many investors are convinced of an imminent cut in interest rates. The strategists at New York Life Investments, Lauren Goodwin and Julia Hermann, discuss how the Fed’s shift in tone has contributed to this renewed investor debate.

Market Matters Podcast Thomas Musmanno and John Lawlor of MacKay Shields join host Lauren Goodwin to share why now may be the time to move out of cash – and how to do it.

It’s important to remember that taxes don’t stop once you’re retired, but you can take these steps throughout your working life to help minimize your tax obligations later.

How to Minimize Taxes in Retirement | The Motley Fool Retirees can follow these simple guidelines to help manage their tax situation. Here's what you need to know about taxes in retirement.

No matter what your financial goals are, now is the time to start mapping out a plan. Use these 12 tips as a guide to achieve financial fitness.
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If you’re a Social Security beneficiary or planning to apply this year, several key changes can affect what you receive and how you qualify.

3 Social Security Changes In 2024 To Know These Social Security changes in 2024 will change how much you get paid and how you qualify.

These eight common estate planning mistakes can upend your best efforts to protect your family’s finances when you pass away. Here’s why.

Common Estate Planning Mistakes Have you managed to avoid the eight most common estate planning mistakes? Your family will thank you.

Knowing when to sell your small business is the ultimate challenge. So, for you to make all the right moves at the right time, here are four takeaways that will get your exit just right.

Selling Smart: Timing Your Million-Dollar Business Exit Wondering when the perfect time is to sell your business? Let's dive into the signs indicating it's time to say goodbye to your business and hello to your next adventure.

With all the uncertainty of the last few years, it’s hard to remember “normal” economic conditions, but 2024 may finally feature the elusive “return to pre-pandemic normal.” Let’s look at where we are now and what the year has in store.

Forbes Daily: Is A Soft Landing In Sight For The U.S. Economy? Inflation slows but remains above the Fed's target; The resilient U.S. consumer; Stock markets roar back; AI market optimism; Mortgage rates falling; and more