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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
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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