Our clients are people who want to feel content with their money...
not feel controlled by it
Shira Ridge is a Registered Investment Advisor (RIA) 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, coupled with the commitment of an experienced team acting in your best interests. Our goal is to create a strong, collaborative relationship and system to help you save, grow, and enjoy your wealth.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
Death is No Excuse
The federal government requires deceased individuals to file a final income tax return.
When selecting a fixed-rate mortgage, a borrower has to determine how many years to finance the loan.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Taking regular, periodic withdrawals during retirement can be quite problematic.
The true cost of raising a child may be far more than you expect.
These food myths will really put a drain on your wallet.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator demonstrates the power of compound interest.
This calculator can help determine whether it makes sense to refinance your mortgage.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Estimate how much of your Social Security benefit may be considered taxable.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
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.
How will you weather the ups and downs of the business cycle?
Here’s a quick guide to checking to see if you have unclaimed money.
When should you take your Social Security benefit?
How does your ideal retirement differ from reality, and what can we do to better align the two?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Learn how to harness the power of compound interest for your investments.