Ebrahim Rad Financial Services Professional with Nylife Securities LLC

06/11/2026

Between vacations, camps, and all the little extras that come with summer, it's easy to lose track of where the money is going—especially when you're the only one keeping an eye on it.

I came across this genuinely useful roundup of the best budgeting apps for families. It breaks down which ones let multiple people share access, set goals together, and keep kids in the loop too.

Worth a read if summer expenses are starting to feel like a lot to manage:

https://bit.ly/4uwwJyh

And if it gets you thinking about your bigger financial picture, send me a message. I'm always happy to talk.

Article is for informational purposes only. New York Life does not endorse any specific app.

06/08/2026

Looking for a little more certainty with your money?
Check out this guaranteed interest rate.
Contact me today!

06/02/2026

Here's how to try to protect your credit health when no one else wants to.

Here's how to protect your credit health when no one else wants to.

06/02/2026

Love often shows up in the small, thoughtful moments—the ones that guide, support, and steady the next generation.
I help families turn today’s dedication into tomorrow’s opportunities for the people they care about the most.
Let’s talk about what that could look like for your family.

06/01/2026

Family businesses carry more than hard work — they carry tradition, pride, and the love passed from one generation to the next.
I work with small business owners to help protect the legacy they’ve built, so it can continue for the people who matter most.
Let’s start the conversation today.

06/01/2026

06/01/2026

The lessons that matter most are reflected in what we do every day. Each thoughtful choice helps shape the next generation’s path.
I work with families to protect what they’ve built and help make their vision for the future a reality.
Let’s start the conversation today.

06/01/2026

If you've made a large capital gain from selling a property and want to do a 1031 exchange, you might want to pause and consider how that will affect your portfolio in the long term.

If you're considering a 1031 exchange after making a large capital gain from selling a property, stop and ask how it will affect your portfolio in the long term.