Erica D. Renteria-Financial Professional with New York Life

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/4dZvwKQ

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.

Today was a great reminder of how valuable relationships and connections can be.

Earlier today, I ran into a familiar face from the Bexar County Clerk’s Office and learned (or was reminded!) that it only costs $5 to file your will with the county—a simple step that can provide added peace of mind for families.

Later, I had the opportunity to attend an Estate Planning Seminar hosted by my office at Maggiano’s, presented by our Advanced Planning Team. The discussion highlighted the importance of having a plan in place to protect what matters most and ensure your wishes are carried out.

What made the event even more meaningful was sharing it with a diverse group of guests, including a business owner, a realtor, and an estate planning professional. Bringing people together, exchanging ideas, and connecting clients with valuable resources is one of the most rewarding parts of what I do.

I love being a resource for my clients and helping them navigate important financial and legacy planning decisions. Sometimes the most impactful conversations start with a simple connection.



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Nobody ever plans to get sick or injured, but with disability insurance from New York Life, you can rest easier knowing that your plans for the future—and your income—remain secure. When you have a moment, reach out and we can talk about your options together.

What is Disability Insurance? | New York Life What is disability insurance? Learn how to protect yourself if injuries happen and its the benefits of disability insurance with help from New York Life.

Debt relief can feel like the answer when bills are piling up, but it comes with a cost. Depending on the route you take, your credit score could drop significantly. This article from CNBC breaks down what each option actually does to your credit and how long the damage lasts:

https://cnb.cx/3Rrl1aq

Do you know someone who would like to work with a Financial Professional on their financial goals? I'd love to connect and talk through how I can support them.


The article is provided for informational purposes only. Any actions you take regarding debt repayment and credit cards are made at your own discretion. Paying off debt, opening or closing credit cards, or changing your credit utilization may impact your credit score and profile. There is no guarantee of specific outcomes related to credit score changes.