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
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
How Will Working Affect Social Security Benefits?
Knowing the rules may help you decide when to start benefits.
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Avoiding Cognitive Decline
Try these activities to keep your brain sharp.
Top New Digital Tools for Small Businesses
Apps that help small business owners better manage and grow their business.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Succeeding at Business Succession
There are a number of reasons for business owners to consider a business succession plan sooner rather than later.
When Heirs are Imperfect
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
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Disability Income
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
What Is My Risk Tolerance?
This questionnaire will help determine your tolerance for investment risk.
Comparing Mortgage Terms
Estimate the total cost in today's dollars of various mortgage alternatives.
Can I Refinance My Mortgage?
This calculator can help determine whether it makes sense to refinance your mortgage.
Comparing Investments
This calculator compares the net gain of a taxable investment versus a tax-favored one.
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Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Keys to Investing for Retirement
There are some key concepts to understand when investing for retirement
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.
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Emerging Market Opportunities
What are your options for investing in emerging markets?
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
An Arm and a Leg
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Global and International Funds
Investors seeking world investments can choose between global and international funds. What's the difference?
Social Security: By the Numbers
Here are five facts about Social Security that might surprise you.