Voice Wealth Management

09/02/2026

No more student loans? Take a moment to assess your financial landscape. The cleared debt means more opportunities.

With your student loans paid off, what's next? Explore leveraging your improved financial situation to pursue goals like homeownership, family expansion, or even starting a business.

08/31/2026

Paying off your student loans is a remarkable achievement that demonstrates your determination and financial responsibility. By carefully considering your next moves, you can continue progressing and pursue even greater financial confidence.

But navigating the complex world of personal finance might be difficult at times. Seeking advice from professionals who specialize in financial advisory services can give you the guidance and perspectives you deserve to continue on your path to financial confidence. Our firm is here to support you in making informed decisions, developing a personalized financial plan, and maximizing your wealth-building potential. You've come a long way, and we're honored to be a part of your road to financial confidence. Don't hesitate to contact us to set up a consultation.

08/28/2026

College visits with his son got Russ thinking about saving for kids over the long term. 🎓 See what caught his attention about Trump Accounts in this Sidewalk Talk.

There's a new savings option for families in 2026. Russ gives a quick introduction to Trump Accounts and explains what caught his attention.

08/26/2026

A new account for kids is giving parents and grandparents something to talk about. 👀🌱

08/25/2026

Google's enhanced autofill can save you time by filling in more types of info. Here's how to enable it, while protecting yourself from potential risks.

Google's enhanced autofill can save you time by filling in more types of info. Here's how to enable it, while protecting yourself from potential risks.

08/24/2026

A burglary not only leaves you and your family feeling vulnerable, but you’ve also likely lost valuable items, possibly even priceless family heirlooms. Use these tips to secure your home and property to create a safe space.

Burglaries and theft are an unfortunate reality in most US cities. Still, there are things you can do to protect yourself and reduce the risk of it happening to you.

08/21/2026

Most people think tax planning is a December activity. It's not. By December, many of your options are already gone.

The best tax strategies for high earners and retirees need weeks of runway. Projections need to be run. Advisors need to be available. And the math has to be right before you commit.

But every year, people wait. The holidays creep in, and suddenly you're making financial decisions between travel plans and holiday celebrations.

Fall is when the real work should start. That's your window.

08/19/2026

If you're a high earner or retiree, your year-end tax plan deserves more than a few weeks of attention. Fall is when the smartest planning begins. 📌 https://www.voicewealth.com/blog/fall-tax-planning-strategies

Fall is the best time for high earners and retirees to plan year-end tax moves. Learn which strategies deserve attention before December.

08/18/2026

Donating to eligible charities can help lower your taxes, but how you donate can make a big difference, both for you and the charities you support.

Donating to eligible charities can help lower your taxes, but how you donate can make a big difference, both for you and the charities you support.

08/17/2026

A forgotten loose end by an old employer, landlord, bank, or other entity could lead you to a few hundred dollars or a small fortune in unclaimed property. You should find and claim what is yours.

Unclaimed property is money that is rightfully yours. If it seems unlikely that you have money owed to you, think again; there is a good chance you may find forgotten funds waiting for you.