WELCOME TO SHIRA RIDGE 

WEALTH MANAGEMENT AND FINANCIAL PLANNING



 

TO LIBERATE

TO EMPOWER

TO LIVE

 

"There is a calm in knowing that your tomorrows are taken care of today."

 

That calm is a result of working with professionals who are passionate about helping to make a 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 strategy. You can be in control of your money.

Shira Ridge is a boutique financial consulting and wealth management firm, creating sound solutions that are personalized, strategic and realistic.  By having a customized financial strategy and a team to manage your wealth strategy, we strive together to take the worry out of your finances so you can focus on what matters the most to you - today and in the future.

 









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Shira Ridge Wealth Management KSFO Radio Interview ListenIIn 

 

 

 
Calculators

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Newsletters

HOT TOPIC: Understanding the Three New U.S. Trade Agreements

Congress recently approved trade agreements with South Korea, Columbia, and Panama. They are the first U.S. trade agreements in four years. This article examines the pros and cons of the agreements and how they may stimulate the U.S. economy.

Deciding When to Begin

Waiting until full retirement age (or up to age 70) to claim Social Security may result in significantly higher monthly benefits. At age 62, the earliest age to claim Social Security, the amount received could be only 70% of the benefit received at "full retirement age" (which ranges from age 65 to 67 depending on year of birth).

HOT TOPIC: Why Global Investors Are Worried About European Debt

European officials are working on a bailout deal to help debt-laden Greece avoid default, but some are worried a broader eurozone financial crisis may be waiting in the wings. How likely is a Greek sovereign debt default, and how could it affect European and U.S. financial markets?

Giving Strategies That Can Give Back

Americans gave more than $290 billion to charity in 2010, despite the slow economy. About 73% of charitable donations came directly from individuals. This article explains how a charitable remainder trust and a charitable lead trust could be used to provide more control over gifts while potentially benefiting the giver and his or her heirs.

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