Voice Wealth Management

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

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.

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.

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.

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

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

Saving and investing over the years makes retirement attainable, but establishing a consistent income is typically what makes retirement sustainable. Our article shares ways to create a steady income throughout your retirement.

Retirement Income: Thinking Beyond Retirement Savings and Investing — Voice Wealth Management | Financial Services Firm in New York | Voice Wealth Management Generating reliable income in retirement is key to financial security and a fulfilling lifestyle. This article offers strategies and insights on maximizing your retirement income.

You've been saving for retirement for decades. But you've never actually planned for how to spend it. 📊

That's the situation a lot of people find themselves in five to 10 years before retirement. They've done the hard part. They've saved consistently, invested in their 401(k), maybe opened an IRA. But they've never thought about what happens when they flip from adding money to taking it out.

And that's where things get complicated. Your asset allocation, your tax strategy, your Social Security timing, your healthcare costs. These all interact, and the choices you make in one area can create problems in another.

The good news is that you don't have to figure it all out at once. But you do need to start looking at the full picture rather than managing each piece separately.

If you're approaching retirement, what factors are weighing most on your mind?

The strategy that built your retirement savings may not be the right one to preserve it. Learn what to adjust as retirement gets closer and why timing matters. 📊 https://www.voicewealth.com/blog/how-to-adjust-investments-before-retirement

Are Your Investments Ready for Retirement? Key Adjustments to Make Now | Voice Wealth Management Your January plan may not fit your June reality. Use a mid-year review to check progress and adjust before the year slips away.