Voice Wealth Management

Voice Wealth Management

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With no asset minimums and a flexible approach that fits each client’s needs, Voice acts as a personal CFO, providing support across every stage of life.

Voice Wealth Management is a fee-based, independent financial services firm helping professionals, entrepreneurs, and families make informed financial decisions with clarity and confidence. Voice Wealth Management (Voice) is a fee-based, independent financial services firm serving busy professionals, entrepreneurs, and families with financial planning and wealth management in New York City and bey

Alternatives in 401(k)s Are a Solution in Search of a Problem 07/28/2026

Private equity and crypto may be headed for 401(k)s, but is that what savers actually need? This piece makes the case that the real gap is guidance on spending your money in retirement, not adding more complex options.

Alternatives in 401(k)s Are a Solution in Search of a Problem Meanwhile, serious 401(k) pain points are hiding in plain sight.

The Financial Skills Your College Student Needs Before Move-In Day | Voice Wealth Management 07/27/2026

Your new college student is signing loan paperwork, getting credit card offers, and managing daily expenses on their own. Are they ready for those decisions? 🎓 https://www.voicewealth.com/blog/financial-skills-college-students

The Financial Skills Your College Student Needs Before Move-In Day | Voice Wealth Management From budgeting to student loans, college students are faced with more financial decisions in their first few weeks on campus than they were in their entire four years of high school. Here’s how to be sure they have the financial skills they need to make smart money choices

Teenagers Have No Idea What Money Actually Means | Voice Wealth Management 07/24/2026

Credit cards, first jobs, budgeting apps. Teens are navigating a lot financially with almost no guidance. This episode shows parents where to start in teaching their teens money skills. 💳 https://www.voicewealth.com/blog/teaching-teens-about-money

Teenagers Have No Idea What Money Actually Means | Voice Wealth Management Do you know what your teenager actually understands about money? In this Sidewalk Talk episode, Russ Rivera talks about the gap between what teens are doing financially and what they understand about it.

07/22/2026

Teens are making real money decisions with no real sense of how money and finances actually work.

529 Plans and Trump Accounts: What Parents Should Know Right Now 07/21/2026

529 plans vs. Trump Accounts: what's the difference, and do you need to change your strategy? Here's what every parent needs to know right now.

529 Plans and Trump Accounts: What Parents Should Know Right Now As you think about saving for your child’s future, chances are you already know about 529 plans. Maybe you’ve opened one. Maybe it’s been sitting on your

How to Live Debt-Free — Voice Wealth Management | Financial Services Firm in New York | Voice Wealth Management 07/20/2026

Taking the necessary steps towards having a debt-free life takes hard work. But it is a huge accomplishment that you can be proud of and will also allow you to live life with freedom to make the choices you want.

How to Live Debt-Free — Voice Wealth Management | Financial Services Firm in New York | Voice Wealth Management Taking the necessary steps towards achieving a debt-free life takes hard work and perseverance, but it will allow you to live life with freedom to make the choices you want.

Taming the Money Monster: Strategies for Addressing Financial Anxiety — Voice Wealth Management | Financial Services Firm in New York | Voice Wealth Management 07/17/2026

It’s natural to feel a little pressure about your finances at times. It may be challenging to envision a completely stress-free financial future, but you can work to create a plan for your finances that leads to more confidence and less worry.

Taming the Money Monster: Strategies for Addressing Financial Anxiety — Voice Wealth Management | Financial Services Firm in New York | Voice Wealth Management Your relationship with money matters. Discover how to help improve your financial decision-making and boost your financial well-being.

How to Maximize Your Employee Benefits — Voice Wealth Management | Financial Services Firm in New York | Voice Wealth Management 07/15/2026

Most people are familiar with benefits offered by their employers, such as health insurance, 401K retirement plans, and paid time off. However, you may be less familiar with other available benefits & perks that could be worth exploring.

How to Maximize Your Employee Benefits — Voice Wealth Management | Financial Services Firm in New York | Voice Wealth Management 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.

07/15/2026

Today is National Give Something Away Day! 🤲 Share time, knowledge, or kindness; you never know how far your generosity can go.

7 Money Mistakes Empty Nesters Make 07/14/2026

When kids move out, parents often encounter big obstacles. Here are seven common but avoidable money missteps empty nesters make.

7 Money Mistakes Empty Nesters Make Watch out for these financial pitfalls when the kids fly the coop

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Location

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370 East 76th Street, STE. 1805-B
New York, NY
10021