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.
What Is a 1035 Exchange?
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Jane Bond: Decoding Diversification
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Is Tax Reform on the Agenda?
There’s been a lot of talk about Tax Reform. What might it look like?
Technology tips to make your next trip even better.
Earnings season can move markets. What is it and why is it important?
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Preparing for the eventual distribution of your assets may not sound enticing. But a will puts the power in your hands.
Don’t overlook the need for renter’s insurance if you rent your home.
There’s a link between debt and stress.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Use this calculator to compare the future value of investments with different tax consequences.
Assess how many days you'll work to pay your federal tax liability.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate your monthly and annual income from various IRA types.
This calculator can help you estimate how much you should be saving for college.
Learn more about taxes, tax-favored investing, and tax strategies.
Using smart management to get more of what you want and free up assets to invest.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are 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. Are you prepared?
Women must be ready to spend, on average, more years in retirement than men.
Why are 401(k) plans, annuities, and IRAs so popular?
Do you know how long it may take for your investments to double in value? The Rule of 72 is a quick way to figure it out.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.