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Voice Wealth Management | Financial Services Firm in New York

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June 9, 2025
Financial Wellness
Russell Rivera
Shred, Save, or Toss? How to Handle Your ...

Not sure what to do with old financial documents? Some should be shredded, others stored securely, and a few can go straight to the trash. Learn how to declutter your paperwork the right way while keeping your personal information safe.

Shred, Save, or Toss? How to Handle Your Financial Documents
June 2, 2025
Retirement Planning
Crystal Lee Butler, MBA
401(k) Tune-Up: Steps to Optimize Your ...

You set up your 401(k)… but is it actually working for you? Many people ignore their retirement accounts for years—don’t let that be you! See the simple steps to keep your 401(k) on track.

401(k) Tune-Up: Steps to Optimize Your Retirement Savings
May 13, 2025
Financial Wellness, Lifestyle
Russell Rivera
Financially Savvy Home Renovations: Plan, ...

Buying a new home isn’t the only way to upgrade your space. Many homeowners are choosing to remodel instead of move—but is it the right choice for you? Learn key financial considerations before starting your next renovation.

Financially Savvy Home Renovations: Plan, Budget, and Build
May 5, 2025
Financial Wellness
Russell Rivera
Leaving the U.S.? Your Medicare Coverage Might ...

Many retirees dream of traveling the world—but what happens if you need medical care abroad? Medicare doesn’t always cover international healthcare costs. Before you travel, make sure you understand your coverage and supplemental options.

Leaving the U.S.? Your Medicare Coverage Might Not Be Coming With You
April 21, 2025
Videos, Financial Wellness
Russell Rivera
Buying a Home: Dream or Reality?

Moving isn't just about a new address—it’s about what that change means for your finances. In this video, Russell Rivera explains how to assess your full financial picture before making a move. Whether you're expanding, downsizing, or relocating, it’s a conversation worth having.

Buying a Home: Dream or Reality?
Russell Rivera
June 9, 2025
Financial Wellness

Shred, Save, or Toss? How to Handle Your Financial Documents

Russell Rivera
June 9, 2025
Financial Wellness
Shred, Save, or Toss? How to Handle Your Financial Documents

Not sure what to do with old financial documents? Some should be shredded, others stored securely, and a few can go straight to the trash. Learn how to declutter your paperwork the right way while keeping your personal information safe.

Crystal Lee Butler, MBA
June 2, 2025
Retirement Planning

401(k) Tune-Up: Steps to Optimize Your Retirement Savings

Crystal Lee Butler, MBA
June 2, 2025
Retirement Planning
401(k) Tune-Up: Steps to Optimize Your Retirement Savings

You set up your 401(k)… but is it actually working for you? Many people ignore their retirement accounts for years—don’t let that be you! See the simple steps to keep your 401(k) on track.

Russell Rivera
May 20, 2025
Financial Wellness

How to Enjoy Big Trips Without Overspending

Russell Rivera
May 20, 2025
Financial Wellness
How to Enjoy Big Trips Without Overspending

Planning a summer vacation that’s both fun and financially sound takes more than picking a destination. In this video, Russell Rivera shares how to align travel choices with what really matters—without overspending.

Russell Rivera
May 13, 2025
Financial Wellness, Lifestyle

Financially Savvy Home Renovations: Plan, Budget, and Build

Russell Rivera
May 13, 2025
Financial Wellness, Lifestyle
Financially Savvy Home Renovations: Plan, Budget, and Build

Buying a new home isn’t the only way to upgrade your space. Many homeowners are choosing to remodel instead of move—but is it the right choice for you? Learn key financial considerations before starting your next renovation.

Russell Rivera
May 5, 2025
Financial Wellness

Leaving the U.S.? Your Medicare Coverage Might Not Be Coming With You

Russell Rivera
May 5, 2025
Financial Wellness
Leaving the U.S.? Your Medicare Coverage Might Not Be Coming With You

Many retirees dream of traveling the world—but what happens if you need medical care abroad? Medicare doesn’t always cover international healthcare costs. Before you travel, make sure you understand your coverage and supplemental options.

Russell Rivera
April 21, 2025
Videos, Financial Wellness

Buying a Home: Dream or Reality?

Russell Rivera
April 21, 2025
Videos, Financial Wellness
Buying a Home: Dream or Reality?

Moving isn't just about a new address—it’s about what that change means for your finances. In this video, Russell Rivera explains how to assess your full financial picture before making a move. Whether you're expanding, downsizing, or relocating, it’s a conversation worth having.

Russell Rivera
April 14, 2025
Retirement Planning

Your Financial Plan Is a Journey, Not a Destination

Russell Rivera
April 14, 2025
Retirement Planning
Your Financial Plan Is a Journey, Not a Destination

A good financial plan grows with you. Life changes, markets fluctuate, and goals evolve. Here’s how to stay on track with a plan that keeps up.

Russell Rivera
April 7, 2025
Insurance Planning

Is Your Insurance Keeping Up? How to Stay Covered Through Life’s Changes

Russell Rivera
April 7, 2025
Insurance Planning
Is Your Insurance Keeping Up? How to Stay Covered Through Life’s Changes

Keeping your insurance updated ensures you’re ready for life’s surprises. This article explores why regular policy reviews matter and the key steps to keeping your coverage aligned with your needs.

Russell Rivera
March 17, 2025
Videos

Smart Money Moves After an Inheritance or Windfall

Russell Rivera
March 17, 2025
Videos
Smart Money Moves After an Inheritance or Windfall

A young professional suddenly received a trust fund but had no idea how to handle it. Should they invest? Pay off debt? Save for the future? In this video, Russ Rivera walks through the steps he took to help them create a solid financial plan—one that ensured their inheritance would last and work for them.

Russell Rivera
March 10, 2025
Financial Wellness

Spring Clean Your Finances: 5 Easy Steps to Get Organized

Russell Rivera
March 10, 2025
Financial Wellness
Spring Clean Your Finances: 5 Easy Steps to Get Organized

Spring cleaning isn’t just about your closet. This season, take the opportunity to reset your financial life, align your goals, and create a more organized path forward. A little effort now can set you up for success.

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646-630-0980 | russell.rivera@voicewealth.com
370 East 76th Street | STE. 1805-B | New York, NY 10021

 
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Registered Representative, securities offered through Cambridge Investment Research, Inc., a broker-dealer, member FINRA/SIPC.  Investment Advisor Representative, Cambridge Investment Research Advisors, Inc., a Registered Investment Adviser. Cambridge and Voice Wealth Management are not affiliated. This communication is strictly intended for individuals residing in the states of New York, New Jersey, Connecticut, California, Florida, Maine, Missouri, Massachusetts, Maryland, Nevada, North Carolina, Ohio, Pennsylvania, South Carolina, Vermont, Washington, and Washington DC. No offers may be made or accepted from any resident outside the specific states referenced.

Cambridge does not offer tax or legal advice. Fixed insurance services offered through Voice Wealth Management.

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