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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 3, 2019

How to Care for a Loved One with Dementia

Russell Rivera
June 3, 2019
How to Care for a Loved One with Dementia

As the population ages, the prevalence of dementia is expected to increase. Here are the common signs of dementia and strategies for caring for someone who has it.

Tagged: dementia, caregiver, Alzheimer's

Russell Rivera
May 27, 2019
Retirement Planning

9 Common Questions About Social Security Benefits Answered

Russell Rivera
May 27, 2019
Retirement Planning
9 Common Questions About Social Security Benefits Answered

Knowing the answers to these nine common questions about Social Security benefits can help you avoid costly mistakes.

Tagged: social security, spousal benefits, survivor benefits

Russell Rivera
May 3, 2019

Self-Care for Caregivers

Russell Rivera
May 3, 2019
Self-Care for Caregivers

Being a caregiver can take its toll on you physically, mentally, and spiritually. Take time to observe these self-care practices to stay healthy and happy.

Tagged: self-care, caregiver, healthy habits

Russell Rivera
May 1, 2019
Estate Planning

10 Smart Tips for Getting Organized with Estate Planning

Russell Rivera
May 1, 2019
Estate Planning
10 Smart Tips for Getting Organized with Estate Planning

Creating an estate plan in case of your death or disability can help your heirs avoid unneeded stress and uncertainty. Here are 10 steps to follow.

Tagged: estate planning, will, executor, guardian, beneficiary

Russell Rivera
April 9, 2019
Financial Wellness

How to Teach Your Children Good Financial Literacy Skills

Russell Rivera
April 9, 2019
Financial Wellness
How to Teach Your Children Good Financial Literacy Skills

Teaching your children financial literacy is one of the most important jobs you have as a parent, but it’s not necessarily one that comes naturally. Here are a few ways you can pass along this necessary life skill.

Tagged: financial literacy, children, personal finance

Russell Rivera
April 9, 2019
Financial Wellness

7 Ways to Reduce Financial Stress

Russell Rivera
April 9, 2019
Financial Wellness
7 Ways to Reduce Financial Stress

Being worried about money is the number one cause of stress for Americans, but it doesn’t have to be that way. Here are seven ways you can reduce financial stress in your life.

Tagged: financial stress, money worries

Russell Rivera
March 3, 2019
Financial Wellness

Financially Savvy Ways to Travel

Russell Rivera
March 3, 2019
Financial Wellness
Financially Savvy Ways to Travel

Traveling can be expensive, but it doesn’t have to ruin your budget. Use these strategies to plan a vacation that won’t break the bank.

Tagged: Travel, Budget, Vacation

Russell Rivera
January 10, 2019
Financial Wellness

Shut It Down! The Financial Planning Lessons from the Government Shutdown

Russell Rivera
January 10, 2019
Financial Wellness
Shut It Down! The Financial Planning Lessons from the Government Shutdown

While the President and Congress are feuding over funding governmental operations, some federal workers are not being paid.  As the length of the shutdown grows, some are getting concerned about how it will affect their lives.

Tagged: shutdown, savings, income

Russell Rivera
January 8, 2019
Investment Planning

Volatile Markets

Russell Rivera
January 8, 2019
Investment Planning
Volatile Markets

It is understandable if you are feeling nervous, as these things often happen quickly and without warning.  But as I said in my discussions with many of you, we have been waiting for events like this to happen for some time.

Tagged: downturn, market, drop

Russell Rivera
December 12, 2018
Financial Wellness

How to Succeed at Reaching Your Goals in 2019

Russell Rivera
December 12, 2018
Financial Wellness
How to Succeed at Reaching Your Goals in 2019

Many people set aside time before January 1st to make promises to themselves to do better in one or more areas of their lives. However, statistics show that only 9.2 percent of people ever achieve their New Year’s resolutions. Here are the steps that I use in my goal setting process.

Tagged: success, SMART, resolutions

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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.

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