Feeling in control - Feeling assured - Feeling confident
“We work with people who want to control their money...not be controlled by it"
There is a calm that comes from working with professionals who are passionate about trying to make a positive difference in your life. We hope your visit to this website will help highlight the opportunities and potential rewards that are possible when you take a proactive approach to your financial future. You can be in control of your money.
Shira Ridge is a financial services and investment management firm, creating sound solutions that are personalized, strategic and realistic. By having a customized financial strategy and a team to manage your lifetime wealth strategy, we work with you collaboratively to help take the worry out of your finances so that you can focus on what matters the most to you—today and in the future.
All Muni Bonds Are Not Created Equal
Gaining a better understanding of municipal bonds makes more sense than ever.
The New Red Scare: Chinese Ownership of U.S. Debt
China owns a portion of the total outstanding debt of the U.S. Government. What does it mean?
Should You Invest in Exchange Traded Funds?
There are hundreds of ETFs available. Should you invest in them?
Couples may be able to head off many of the problems in a marriage that money can cause.
Does it make sense to borrow from my 401(k) to pay off debt or to make a major purchase?
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
It's important to understand how inflation is reported and how it can affect investments.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
This questionnaire will help determine your tolerance for investment risk.
This calculator will help determine whether you should invest funds or pay down debt.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator can help you estimate how much you should be saving for college.
Investment tools and strategies that can enable you to pursue your retirement goals.
Learn more about taxes, tax-favored investing, and tax strategies.
A presentation about managing money: using it, saving it, and even getting credit.
There are some smart strategies that may help you pursue your investment objectives
The importance of life insurance, how it works, and how much coverage you need.
Using smart management to get more of what you want and free up assets to invest.
Three things to consider before dipping into retirement savings to pay for college.
Though we don’t like to think about it, all of us will make an exit sometime, and those we love may suffer if we are not prepared.
Recent changes in estate tax laws could affect the strategy you have in place.
There’s an alarming difference between perception and reality for current and future retirees.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.
Do you have causes that you want to support with donations? Here are three tips.