Our clients are people who want to feel
confident and accomplished
with their financial resources
Shira Ridge is a Registered Investment Advisor (RIA) firm that offers personalized financial advice and investment management services. We do that by providing a customized financial strategy to acknowledge your unique needs and goals, which is coupled with the commitment of an experienced team, acting as a Fiduciary, putting your best interests first. Our goal is to create a strong, collaborative relationship to help you save, grow, and enjoy your wealth.
IRA Withdrawals that Escape the 10% Tax Penalty
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
New Trends Redefine Travel
The latest trends in travel reflect a rich menu of exciting new possibilities.
Good Health is Good Business
Good employee health can be great for the company’s bottom line.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Protect yourself against the damage that your homeowners policy doesn’t cover.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Beware of these traps that could upend your retirement.
Term insurance is the simplest form of life insurance. Here's how it works.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator shows how inflation over the years has impacted purchasing power.
Use this calculator to better see the potential impact of compound interest on an asset.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
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.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
Making the most of surprises is a great reason to work with us.
What does your home really cost?
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Do you know these three personal finance sayings?
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.