Voice Wealth Management

Exciting news for Voice Wealth Management: We’ve been named a 2025 Leaders Club qualifier by Cambridge Investment Research! This recognition reflects our dedication to supporting our clients’ goals with care and integrity. A heartfelt thank you to our amazing clients for placing your trust in us—it’s an honor to be part of your financial journey! You can check out the press release here: https://lnkd.in/e4PGvNda

Our year-round checklist ensures you're proactive about your finances, wellness, and taxes every month, helping you maintain stability and enjoyment in your golden years. #FinancialChecklist https://lnkd.in/eYrd6V4C

Do family finances feel overwhelming? Our article introduces apps that make managing household budgets a breeze. Learn how technology can help your family thrive financially! #FamilyFinance #MoneyApps https://lnkd.in/g5S7qn6u

As 2024 comes to a close, are you financially prepared for 2025? In this episode of Sidewalk Talk, Russ Rivera explains the importance of a year-end review to keep your finances on track. #FinancialHealth #FinancialSecurity https://lnkd.in/e5PkduYr

Feeling the financial stress of the holiday season? Discover how a simple cash-based budgeting strategy can keep your spending in check while still making memories with your loved ones. #HolidayBudgeting #FinancialWellness https://lnkd.in/eNE7zKhw

Struggling to keep track of your spending? 📊 Discover apps that can help streamline your finances and boost your financial health! Read our article for the best budgeting and expense tracking tools. #FinanceApps #MoneyManagement https://lnkd.in/g5S7qn6u

Staying on top of your finances from month to month is easy when you have a plan. Start each January by reviewing your financial status and preparing for taxes. Manage investments, check insurance, and review estate plans throughout the year. Regular check-ups, both financial and medical, are crucial. Remember, strategic planning for each month can enhance your retirement experience, ensuring that you are not just surviving but thriving. #MoneyTips #FinancialChecklist

Navigate your finances smoothly with a detailed plan for every month. Our checklist covers everything from financial reviews to tax tips so you can keep your money tasks organized. #FinancialChecklist #MoneyTips https://lnkd.in/eYrd6V4C

Donor-advised funds (DAFs) offer a strategic way to manage your charitable giving with significant tax advantages. Learn how they, their benefits, and why they might be the perfect addition to your philanthropic strategy. #SmartGiving #TaxEfficiency #DonorAdvisedFunds https://lnkd.in/eFKydUjB

Your holiday bonus can do more than just boost your holiday spirit! Make it count with these tips for using your bonus to give a financial boost to your future self. #HolidayBonus #PersonalFinance #Money https://lnkd.in/eDqWpSXX