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Voice Wealth Management | Financial Services Firm in New York

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

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.

Your Financial Plan Is a Journey, Not a Destination
April 7, 2025
Insurance Planning
Russell Rivera
Is Your Insurance Keeping Up? How to Stay ...

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.

Is Your Insurance Keeping Up? How to Stay Covered Through Life’s Changes
March 17, 2025
Videos
Russell Rivera
Smart Money Moves After an Inheritance or ...

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.

Smart Money Moves After an Inheritance or Windfall
Russell Rivera
May 16, 2022
Financial Wellness

6 Tips to Avoid Overspending on Your Summer Vacation

Russell Rivera
May 16, 2022
Financial Wellness
6 Tips to Avoid Overspending on Your Summer Vacation

If you want to avoid losing track of your financial goals, it’s important to not spend recklessly while on vacation. Here’s how you can set a spending limit for your summer vacation and still have a fun-filled, unforgettable time.

Russell Rivera
May 13, 2022
Videos

Managing Personal Financial Risk with Life and Long-Term Care Insurance

Russell Rivera
May 13, 2022
Videos
Managing Personal Financial Risk with Life and Long-Term Care Insurance

Russell Rivera, CFA, CFP, talks with Ross Karp, CLTC, founder and president of 3P Insurance Services, about managing personal financial risk with life and long-term care insurance.

Russell Rivera
May 2, 2022
Financial Wellness

5 Steps to Protect Your Finances from Cognitive Decline

Russell Rivera
May 2, 2022
Financial Wellness
5 Steps to Protect Your Finances from Cognitive Decline

Most people will experience some degree of cognitive decline or memory impairment as they age. It’s an unfortunate reality of life, but one that should be expected and planned for accordingly, especially when it comes to managing finances.

Russell Rivera
April 25, 2022
Lifestyle

Pet Ownership Can Be Costly But the Benefits Are Priceless

Russell Rivera
April 25, 2022
Lifestyle
Pet Ownership Can Be Costly But the Benefits Are Priceless

The love and affection pet lovers experience is priceless, but your wallet may be in for a bigger hit than you expect. Before bringing home a furry companion, consider both the benefits and the potential expenses.

Russell Rivera
April 11, 2022
Estate Planning

Understanding Special Needs Trusts

Russell Rivera
April 11, 2022
Estate Planning
Understanding Special Needs Trusts

Special needs trusts are a way family and others can help provide for the needs of a disabled individual while protecting their access to government benefits.

Russell Rivera
April 7, 2022
Videos

How to Protect Yourself for a Rainy Day: What You Need to Know About Insurance

Russell Rivera
April 7, 2022
Videos
How to Protect Yourself for a Rainy Day: What You Need to Know About Insurance

Learn about how auto insurance rates are calculated and choosing appropriate coverage limits, how an umbrella liability policy can give you additional protection from loss, homeowners insurance coverage areas you might need to add to your policy, as well as cyber liability and a few types of insurance you may not have even known were available.

Russell Rivera
March 21, 2022
Videos

The Psychology of Money and Your Finances

Russell Rivera
March 21, 2022
Videos
The Psychology of Money and Your Finances

While money is simply a tool, people associate different meanings to money based on their own personal experience and money psychology. It’s important to ask whether your money beliefs are serving the pursuit of your financial goals or working against you.

Russell Rivera
March 21, 2022
Estate Planning

Choosing a Caregiver When Family Isn’t an Option

Russell Rivera
March 21, 2022
Estate Planning
Choosing a Caregiver When Family Isn’t an Option

Choosing a caregiver for a loved one is a daunting task that will likely have you navigating unfamiliar waters. Here are some things to consider to ensure as much comfort, safety, and peace of mind as possible.

Russell Rivera
March 7, 2022
Retirement Planning

Debunking 7 Common Retirement Myths

Russell Rivera
March 7, 2022
Retirement Planning
Debunking 7 Common Retirement Myths

There are lots of misconceptions about retirement that seem believable but just aren’t true. We debunk the most common retirement myths here.

Russell Rivera
February 21, 2022
Financial Wellness

10 Home Improvements That May Increase Your Home’s Value

Russell Rivera
February 21, 2022
Financial Wellness
10 Home Improvements That May Increase Your Home’s Value

How you handle investments in your home can factor into whether it grows as an asset or functions as more of a liability, so it’s important to be careful in choosing which improvements to make.

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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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