Jacob Tomlin Licensed Agent with New York Life

04/08/2025

Since 1845, we've protected our policy owners, through good times and bad, with strength, stability, and confidence. While times may change, our mission remains the same⁠—to help you build a better future for yourself and those you love.

04/06/2025

It may feel like the IRS taxes most of your hard-earned money, but some types of income are nontaxable.

04/05/2025

While long-term care coverage costs are based on several factors, you should consider protecting yourself from a potential care need. Click below to read this article to learn about your options.
https://cbsn.ws/42hQ4XF

04/04/2025

Grief is a complex journey. The emotional, mental, and physical reactions to personal loss can be difficult and confusing. This interactive site can help you sort things out. It offers different kinds of resources about how to cope with grief. You will hear how grief has affected other families, and what’s helped them thrive, and even find joy.
https://bit.ly/3E8x31V

04/03/2025

Spring is sprung! The flowers are blooming and new beginnings are calling! Are you ready to embrace the season's magic and cultivate your financial future? Let's connect and explore fresh opportunities together!

04/02/2025

Gaps in financial education, combined with economic pressures and emotional stress tied to money, can mean younger generations are struggling to manage their finances effectively.

Despite growing up in an era of greater financial awareness, Gen Z and millennials still face major gaps in financial education. A recent study by Credit One Bank found that 45% of Gen Z and 50% of...

03/31/2025

Learn about the low-buy challenge whose purpose is to redirect saved money toward meaningful financial goals and move toward underconsumption.

Low-buy challenges help stop overconsumption in its tracks. To get started, identify your pain points, set realistic goals and track your progress to see the best results.

03/29/2025

Here are seven ideas Baby Boomers can consider to help make the most of their financial resources for retirement.

03/28/2025

Business owners know that retaining key employees is essential for success, but annual bonuses don’t really incentivize employees to stay around for the long term. Watch James’s and Celeste’s stories to see how the effective use of strategic incentive programs backed by life insurance can be a smart, tax-preferred choice that benefits both your employees and your business, and then let’s talk about how a deferred compensation plan could secure your business.

This is "Retaining Key Employees with Deferred Compensation Plans" by The Nautilus Group® on Vimeo, the home for high quality videos and the people…

03/27/2025

Passing down a family business often brings both financial and emotional challenges. For Sam and Helen, splitting ownership of the business evenly between their three children – only one of whom is active in the business - could lead to significant gridlock. Watch Sam’s story to see how estate equalization offers a way to fairly distribute assets while preventing conflicts and ensuring that each family member is cared for. If you want to know how to avoid family conflicts that could arise from traditional inheritance plans and gain peace of mind in knowing your family’s future is secure, let’s talk.

This is "Selecting Estate Assets to Equalize Children's Inheritance" by The Nautilus Group® on Vimeo, the home for high quality videos and the…

03/26/2025

Jack wanted to reduce estate taxes, ensure his life insurance proceeds would be used wisely, and protect his assets for future generations. Jack learned that by establishing an irrevocable life insurance trust, he could address all these worries effectively. Watch Jack's story to see how an ILIT reduced his taxable estate, minimized his tax liabilities, and maximized the inheritance for his loved ones. To discover how an ILIT can benefit you and your family, reach out today and let us help you secure your legacy for future generations.

This is "Removing Life Insurance from Estates with Irrevocable Trusts" by The Nautilus Group® on Vimeo, the home for high quality videos and the people…

03/25/2025

Learn about the factors that impact the size of a Social Security check.

Take a look at the average Social Security checks across the country and see where the biggest and smallest checks call home.