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.
The Fed and How It Got That Way
Here is a quick history of the Federal Reserve and an overview of what it does.
Weighing the Benefits of Prepaid Debit Cards
It's important to understand the pros and cons when considering a prepaid debit card.
Systematic Withdrawals in Retirement
Taking regular, periodic withdrawals during retirement can be quite problematic.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
There are things about Social Security that might surprise you.
How much do you know about one of the most important tools you have to help protect your and your family’s financial future?
There’s a link between debt and stress.
When considering life insurance, it's important to understand your options.
Here are some simple and inexpensive energy-saving tips that may help you save money.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps estimate your federal estate tax liability.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Learn more about taxes, tax-favored investing, and tax strategies.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
A presentation about managing money: using it, saving it, and even getting credit.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
It's easy to let investments accumulate like old receipts in a junk drawer.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
Understanding the cycle of investing may help you avoid easy pitfalls.
There’s an alarming difference between perception and reality for current and future retirees.
Learn how to harness the power of compound interest for your investments.
Why are 401(k) plans, annuities, and IRAs so popular?