Voice Wealth Management

09/07/2026

Even if you only have a few years before high school graduation or your child has already graduated, you can still take advantage of the last-minute tax savings of a 529 Plan or ESA.

If your child has graduated high school or is about to and you realize you don’t have enough saved for his college education, don’t panic. There are several things you can still do put money aside and lower the overall cost of tuition.

09/07/2026

Here’s to a well-earned break. 🛠️ Labor Day is a time to recharge and recognize the dedication that fuels progress every day.

09/04/2026

Wondering what the new Trump Accounts could mean for your family? We'll cover the key rules, funding options, and answer your questions during our live webinar on September 10. Reserve your spot today. 👨‍👩‍👧‍👦 https://us02web.zoom.us/meeting/register/WkzQvz5kTx2EMkwlfe6FBg

09/04/2026

Think of retirement as the perfect time to pursue passions and aspirations long dormant during your busy working years. Retirement offers an opportunity for self-discovery, personal liberation, and fulfillment.

The allure of travel calls to many retirees, promising exploration and adventure that professional and family commitments may have sidelined. Wanderlust can now find its rightful place at the forefront of your priorities. Imagine immersing yourself in the vibrant cultures of far-off lands, savoring the beauty of remote landscapes, and creating cherished memories with loved ones by your side.

Retirement allows you to pursue dreams that once played second fiddle to your career. This is your chance to set down roots wherever you like, whether it involves moving to a tranquil coastal refuge or a cosmopolitan hotspot that lights up your soul.

And if you believe that your value in the marketplace has come to an end, you might be surprised by what lies ahead. Your passions can thrive not merely as hobbies, but as viable ventures, intertwining purpose with income. A newfound creative pursuit could open doors to entrepreneurship or consultancy, allowing you to share your expertise while reaping the financial rewards.

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.