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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.

Helpful Content

Countdown to College

Countdown to College

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

Making Sense of U.S. Household Net Worth

Making Sense of U.S. Household Net Worth

A look inside the U.S. government's statistics on household net worth.

The Rule of 72

The Rule of 72

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.

 

The History of Currency

Currency has been around for a long time. Here’s a quick history lesson.

The Financial Literacy Crisis

Many Americans are operating their personal finances with only the barest minimum of knowledge.

Four Reasons Millennials Need an Estate Strategy

Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.

A Look at Whole Life Insurance

Whole life insurance remains in force as long as you remain current with premiums. Here's how it works.

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Understanding Marginal Income Tax Brackets

An inside look at how marginal income tax brackets work.

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Taxable vs. Tax-Deferred Savings

Use this calculator to compare the future value of investments with different tax consequences.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

A Look at Systematic Withdrawals

This calculator may help you estimate how long funds may last given regular withdrawals.

Assess Your Life Insurance Needs

This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.

How Compound Interest Works

Use this calculator to better see the potential impact of compound interest on an asset.

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5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

Long-Term-Care Protection Strategies

The chances of needing long-term care, its cost, and strategies for covering that cost.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Retirement Plan Distributions

There are a number of ways to withdraw money from a qualified retirement plan.

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Acres of Diamonds

In life it often happens that the answers to our most pressing questions are right in our own backyards.

From Boats to Brokers

From the Dutch East India Company to Wall Street, the stock market has a long and storied history.

What Our Kids Can Teach us About Saving Money

Would you guess that Millennials are effectively saving for retirement? Well, they are.

Rightsizing for Retirement

What does your home really cost?

Global and International Funds

Investors seeking world investments can choose between global and international funds. What's the difference?

The New Wild West: Bitcoin

Bitcoin’s future is uncertain, but one thing is for sure: it’s the wild west out there, and there is no sheriff in town.

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