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Latest Articles

Estate

  • Problems with Probate
  • Intellectual Property and Your Estate
  • Estate Strategies of the Rich and Famous
  • Estate Management Checklist
  • A Brief History of Estate Taxes
  • Steps to Protecting a Child with Disabilities
  • Yours, Mine, and Ours: Estate Strategies for Second Marriages
  • A Living Trust Primer

Insurance

  • What to Look for in an Extended-Care Policy
  • Inventorying Your Possessions
  • Understanding Extended Care
  • Assess Life Insurance Needs
  • The A, B, C, & D of Medicare

Tax

  • How Income Taxes Work
  • How to Make the Tax Code Work for You
  • What's My 2026 Tax Bracket?
  • Tax & Estate Strategies for Married LGBTQ+ Couples
  • What Do Your Taxes Pay For?
  • Do You Owe The AMT?
  • What Is a 1035 Exchange?

Money

  • The Half Million Dollar Baby
  • Buying vs. Leasing a Car
  • How Big is Money?
  • Making Sense of HSAs and FSAs
  • What Can You Buy With 529 Distributions?
  • Personal Finance Calendar
  • What If Your Kids Decide Against College?
  • The Big Pause
  • What Will You Do With Your Bonus or Windfall?
  • Year-End Charitable Gifting and You

Lifestyle

  • A Path to Serenity and Smart Money Choices
  • Prevent a Rift: Money Tips for Newlyweds
  • Fixed or Variable Mortgage, Which Should You Pick?
  • Mastering Mobile Lingo
  • Money Draining Food Myths
  • The Financial Literacy Crisis
  • Putting a Price Tag On Your Health
  • How Boomers and Millennials Differ
  • Do Your Kids Know The Value of a Silver Spoon?
 

Contact

Office: 702-374-6600

2099 Gold St.,

Suite 218,

Alviso, CA 95002

frankie.mendoza@fmwfg.com

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The content is developed from sources believed to be providing accurate information. The information in this material is not intended as tax or legal advice. Please consult legal or tax professionals for specific information regarding your individual situation. Some of this material was developed and produced by FMG Suite to provide information on a topic that may be of interest. FMG Suite is not affiliated with the named representative, broker - dealer, state - or SEC - registered investment advisory firm. The opinions expressed and material provided are for general information, and should not be considered a solicitation for the purchase or sale of any security.

We take protecting your data and privacy very seriously. As of January 1, 2020 the California Consumer Privacy Act (CCPA) suggests the following link as an extra measure to safeguard your data: Do not sell my personal information.

Copyright 2026 FMG Suite.

World Financial Group Insurance Agency, LLC, World Financial Group Insurance Agency of Hawaii, Inc., World Financial Group Insurance Agency of Massachusetts, Inc., (In California dba World Financial Insurance Agency, LLC) and/or WFG Insurance Agency of Puerto Rico, Inc. - collectively WFGIA, which offer life insurance products.

Headquarters: 11315 Johns Creek Parkway, Suite 200, Johns Creek, GA 30097-1517. Phone: 770.453.9300

 


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