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Voice Wealth Management | Financial Services Firm in New York

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September 15, 2025
Financial Wellness
Russell Rivera
From Piggy Banks to Philanthropy: Raising ...

Teaching children the value of giving doesn't require large donations. It starts with small, consistent actions. This article offers practical strategies for raising charitable kids through empathy, family involvement, and hands-on giving opportunities that grow with them.

From Piggy Banks to Philanthropy: Raising Charitable-Minded Kids
September 8, 2025
Retirement Planning
Russell Rivera
The Truth Behind America’s 24 Million ...

Surprised by how many millionaires live in the U.S.? The reality is that steady earnings, smart investing, and financial planning can make millionaire status achievable for more people than you think, even if you're starting with an average paycheck.

The Truth Behind America’s 24 Million Millionaires
September 8, 2025
Videos, Financial Wellness
Russell Rivera
Breaking the Debt Cycle with Cash-Based ...

Ever feel like your money disappears faster than you can track it? In this video, Russell Rivera explores how using a cash-based budgeting system can help create stronger spending awareness.

Breaking the Debt Cycle with Cash-Based Budgeting
September 8, 2025
Financial Wellness
Russell Rivera
8 Key Tax Deductions from the OBBBA That Could ...

Tax season will look different for 2025 thanks to the One Big Beautiful Bill Act. Learn how new and expanded deductions could affect your tax liability and financial planning for years to come.

8 Key Tax Deductions from the OBBBA That Could Lower Your Tax Bill
August 11, 2025
Insurance Planning, Financial Wellness
Russell Rivera
Maximize Your Employee Benefits During Open ...

Salary gets all the attention, but your benefits package may hold just as much value. With open enrollment around the corner, now’s the time to look closely at your health plan, retirement savings, and insurance options.

Maximize Your Employee Benefits During Open Enrollment
Russell Rivera
September 24, 2019
Financial Wellness

7 Cybersecurity Tips to Protect Your Personal Data

Russell Rivera
September 24, 2019
Financial Wellness
7 Cybersecurity Tips to Protect Your Personal Data

How safe is your personal data - like passwords and bank accounts- from theft and use by a criminal? These seven cybersecurity tips can help you be sure it’s locked down.

Tagged: personal data theft, cybercrime, identity theft

Russell Rivera
September 18, 2019

Interview with Russell D. Rivera, CFA, CFP®

Russell Rivera
September 18, 2019

Check out Russell’s interview with Y-Apply where he shares a little bit about himself, his goals for Y-Apply, and his professional endeavors.

Russell Rivera
September 17, 2019
Financial Wellness

How to Maximize Your Employee Benefits

Russell Rivera
September 17, 2019
Financial Wellness
How to Maximize Your Employee Benefits

Employee benefits often go beyond retirement matching and health insurance. Learn what other benefits you may have available so you can reap the financial rewards.

Tagged: health care spending account, employee stock options, employee assistance programs

Russell Rivera
August 27, 2019
Retirement Planning

Strategies for Retirement Account Distributions

Russell Rivera
August 27, 2019
Retirement Planning
Strategies for Retirement Account Distributions

When the time comes for you to begin taking required minimum distributions (RMDs) from your retirement accounts, there are strategies you can employ to be sure the numbers work in your favor.

Tagged: rmd

Russell Rivera
July 30, 2019
Financial Wellness

The Feel Good Guide to Charitable Giving

Russell Rivera
July 30, 2019
Financial Wellness
The Feel Good Guide to Charitable Giving

You don’t have to be among the wealthy to make an impact with charitable giving. When you give to charity, you not only help others, but you benefit yourself as well.

Tagged: charitable giving, donation, charity, tax deduction

Russell Rivera
July 16, 2019

6 Essential Health Tips for Seniors

Russell Rivera
July 16, 2019
6 Essential Health Tips for Seniors

Getting older is inevitable, but the healthier you are in your later years, the more you will be able to enjoy them.

Tagged: health, aging

Russell Rivera
July 9, 2019
Investment Planning

The Coming Crash: How to Be Sure You’re Prepared

Russell Rivera
July 9, 2019
Investment Planning
The Coming Crash: How to Be Sure You’re Prepared

Whether it’s next month or years from now, another recession will eventually happen. What’s important is that you are prepared financially.

Tagged: recession, downturn, economy

Russell Rivera
July 2, 2019
Education Planning

It’s Never Too Late for College Financial Planning

Russell Rivera
July 2, 2019
Education Planning
It’s Never Too Late for College Financial Planning

If your child has graduated high school or is about to and you realize you don’t have enough saved for his college education, don’t panic. There are several things you can still do put money aside and lower the overall cost of tuition.

Tagged: high school student, college student, tuition, college expenses, scholarships, student loans

Russell Rivera
June 25, 2019
Education Planning

It’s Never Too Early for College Financial Planning

Russell Rivera
June 25, 2019
Education Planning
It’s Never Too Early for College Financial Planning

Worried about how you’ll ever save up enough money to cover the huge amount your children will need for their college education? When you start while your children are young, you have many good options.

Tagged: 529 plan, ESA, college savings

Russell Rivera
June 3, 2019
Financial Wellness

How to Make Moving Easier and Less Stressful

Russell Rivera
June 3, 2019
Financial Wellness
How to Make Moving Easier and Less Stressful

Knowing what to expect can help you lessen the stress and expense of moving. Here are some things to think about before, during and after your move.

Tagged: moving, renovations, movers

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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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