Voice Wealth Management

06/24/2026

Advanced planning for long-term care ensures your loved one's wishes are respected and they receive the best possible care throughout their life. Start early to have more options.

Early planning for Alzheimer's and dementia care offers more flexibility and options for you and your family.

06/23/2026

These retirement withdrawal strategies avoid tax and stock market pitfalls that can eat into your savings.

These retirement withdrawal strategies avoid tax and stock market pitfalls that can eat into your savings.

06/22/2026

Are you making decisions that benefit your future self? Learn how to avoid potential regrets in this episode of Sidewalk Talk.

Are you making decisions that benefit your future self? Learn how to avoid potential regrets in this episode of Sidewalk Talk.

06/21/2026

Long days, warm nights, and endless sunshine--summer is officially here! Time to make memories, enjoy the outdoors, and embrace all the season has to offer.

06/21/2026

A father’s love, wisdom, and strength shape us in ways we never forget. Celebrating the dads, grandfathers, and mentors who make a lasting impact.

06/19/2026

The financial plan you made in January was built for the person you were in January.

Are you still that person?

Maybe you are. But if your income, your expenses, your family situation, or your priorities have changed at all, your plan deserves a second look.

This is what a mid-year review is for. Not to start over. Just to make sure the plan you're following still makes sense for the life you're actually living.

📌 Check whether your savings goals are still realistic.
📌 Look at your portfolio to see if it's drifted from your target.
📌 Review your tax situation before year-end decisions pile up.
📌 Revisit your insurance coverage, especially if your needs have changed.

You don't need to do all of this in a single afternoon. Pick one area, start there, and build from it.

06/17/2026

A lot can change in six months. A mid-year financial review helps you check your progress and make smart adjustments while there's still time. 📋 https://www.voicewealth.com/blog/mid-year-financial-review

Your January plan may not fit your June reality. Use a mid-year review to check progress and adjust before the year slips away.

06/16/2026

Yes, you can retire at 50 or 55. Take these FIRE (Financial Independence, Retire Early) steps now.

Yes, you can retire at 50 or 55. Take these FIRE (Financial Independence, Retire Early) steps now.

06/15/2026

According to a recent financial industry survey, the leading source of stress for Americans is money. Fears about personal finances are causing widespread chronic stress and it’s a growing problem.

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.

06/12/2026

Waiting until your teen has a debit card to talk about money is waiting too long. 💡 The good news is that kids can start learning how to spend, save, and budget as soon as they can count. Watch to find out how simple it really is. https://www.voicewealth.com/blog/when-to-start-teaching-kids-about-money

Most financial habits start forming well before kids hit their teenage years. In this video, Russell Rivera talks about why waiting until kids are "old enough" tends to backfire, and what parents can do instead.