Anthony Mendoza, Licensed Agent with New York Life

05/06/2026

Just because you’re a small business doesn’t mean you can’t offer big benefits. Contact me to learn how New York Life can help.

05/05/2026

For many business owners, the company is the estate plan. But will there be enough liquidity to:
—Cover estate costs?
—Keep the business running?
—Treat your heirs fairly?
If you’re not sure, reach out to me and let’s talk about some proven ways to protect what you’ve built.

05/04/2026

As a New York Life financial professional, I’m committed to helping small business owners and their employees achieve their goals. Click to learn more.

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

05/01/2026

A disabling sickness or injury may be more common than you think. This Disability Insurance Awareness Month, protect your business and your employees with a disability insurance solution that's right for you. With short and long-term solutions available, I'll work with you to ensure your business is covered.

Explore group disability insurance policies from New York Life. Employee benefits include both long- and short-term disability options.

04/30/2026

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear strategy, not just available equity.

With borrowing costs still elevated and economic uncertainty in play, tapping your home equity requires a clear plan, not just available equity.

04/29/2026

For a long time, the goal of retirement planning felt pretty straightforward: Save diligently, spend carefully and leave something meaningful behind for your kids. How is that changing today?

For many retirees, the focus is shifting from what they will leave behind to how they want to live now.

04/28/2026

In this week's Ask the Editor Q&A, Joy Taylor answers four questions on the due date for filing your federal tax return and other tax filing subjects.

04/27/2026

Last week I had the opportunity to host a booth at the Downey Night Market—and the experience delivered.

The level of engagement, the quality of conversations, and the sense of community were all strong indicators of how much people value real, face-to-face connection in today’s environment. Events like this create space for meaningful dialogue around financial priorities, long-term planning, and building generational stability.

Grateful for the opportunity to connect with the community and be part of such a well-executed event.

04/23/2026

A business partnership without a plan can get messy fast. Just ask the famous couple who once bought a home and winery together… then split up, skipped the paperwork, and watched the whole thing spiral into a legal tug-of-war. One even ended up sharing his personal residence with a stranger tied to the sale. Not exactly the happily-ever-after they expected.
All of it could have been avoided with a simple buy-sell agreement to lay out what happens if an owner leaves – through death, divorce, disability, retirement, or simply wanting out – so the business keeps running smoothly and everyone knows their rights. Watch this video to learn more about how a buy-sell agreement works, and then let’s make sure your business interests are protected.

In this brief video, you will explore the crucial importance of buy-sell agreements for your business. These agreements are like insurance policies for your company, ensuring its stability and protecting the interests of co-owners. Don't wait until it's too late – watch now to secure your business...

04/22/2026

People aged 70½ or older now have a way to support the causes they love while also creating a reliable stream of lifetime income, thanks to recent law changes that allow a once-in-a-lifetime transfer directly from an IRA to fund a charitable gift annuity or charitable remainder trust. When structured correctly, this transfer can be excluded from taxable income, and for those 73 or older, it may even count toward required minimum distributions. Read more about this strategy and then let’s explore whether this fits into your retirement or giving plans.