Voice Wealth Management

10/14/2026

Deciding between renting and buying? It's not just a financial decision; lifestyle factors play a huge role.

Homeownership might seem like the ultimate goal, but it comes with responsibilities that aren't financial alone.

10/12/2026

When you die, would you want your life insurance or retirement account balances going to an ex-spouse or an old roommate you haven’t spoken to in years? That’s why it’s so important to revisit your beneficiary designations regularly.

Reviewing the beneficiary designations for your life insurance and retirement accounts is an important part of estate planning. If you are not careful, your money could easily fall into the wrong hands or be subject to probate.

10/09/2026

You have a will, so your estate plan is covered. Right?

Not necessarily. 📄

Some assets pass outside a will through their title or beneficiary designation. A will also doesn’t avoid probate or address what happens if you become unable to manage your affairs during your lifetime.

A trust can address different needs, depending on how it’s structured and funded.

Rather than asking whether a will or trust is better, consider what you need your estate plan to accomplish and which documents can handle those responsibilities. 🔎

10/07/2026

Is a will enough for everything you want your estate plan to accomplish? A trust serves a different purpose, and you may need both. See how each can fit into your plans. 📄 https://www.voicewealth.com/blog/do-you-need-a-will-a-trust-or-both

A will and a trust handle different parts of your estate plan. See how each works and which functions may matter most for your family and assets.

10/05/2026

Afraid to retire even though you can afford to? When you were dreaming of retirement in your younger years, you may not have expected this. But retirement anxiety is common, even among those who are financially prepared. This article explores why and how to overcome your fears.

https://www.voicewealth.com/blog/afraid-to-retire

Are you afraid to retire even though you can afford to? Being financially prepared to retire doesn’t mean it’s easy. Here’s how to overcome your fears of retirement.

10/02/2026

One often-overlooked way to make personal financial gains is to look more carefully at your employee benefits and take full advantage of everything your benefits package has to offer.

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.

10/01/2026

October is Financial Planning Month. 📈 Thoughtful steps today can shape tomorrow’s success.

09/30/2026

Donating to charity can benefit you, no matter your net worth, and chances are you will get a lot more back than you give.

You don’t have to be among the wealthy to make an impact with charitable giving. When you give to charity, you not only help others, but you benefit yourself as well.

09/29/2026

Earlier this month, I was in Orlando, Florida for . This time last year, I attended Leaders' Club for the first time, and this year I had the opportunity to join a panel of fellow advisors to talk about our business practices and experiences. I’m grateful to the team at Cambridge Investment Research, Inc. for inviting me to speak.

09/28/2026

Have you ever considered how much the way you relate to money impacts your finances? Everyone has their own distinct money personality that shapes their feelings, habits, and behaviors around money. Being aware of this and getting to know your money personality can help you embrace your strengths, recognize your shortcomings, and make more informed financial decisions.

Your money personality is the compass that guides every financial decision you make, from spending and saving to investing. Knowing your money personality can help you create a financial strategy that aligns with your values and goals. This doesn’t mean you need to change yourself; instead, use self-awareness to steer your finances confidently.

Money personalities are neither good nor bad, simply reflecting our inherent attitudes towards money, but the behaviors they drive can sometimes lead to financial decisions that are not in our own best interests. Fortunately, self-awareness can help you leverage your financial strengths and address your challenges effectively. Working with a professional financial advisor can provide you with a balanced, objective perspective while helping you avoid biases, make well-informed decisions, and bring out the best in your money personality.