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.
Tuning Your Social Security Benefit
When should you take your Social Security benefit?
Should You Tap Retirement Savings to Fund College?
There are three things to consider before dipping into retirement savings to pay for college.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Even low inflation rates over an extended period of time can impact your finances in retirement.
You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz
Important items to consider when purchasing condo insurance.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
This worksheet can help you estimate the costs of a four-year college program.
Being healthy not only makes you feel good, it may also help you financially.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator demonstrates the power of compound interest.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Estimate the total cost in today's dollars of various mortgage alternatives.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Principles that can help create a portfolio designed to pursue investment goals.
Investment tools and strategies that can enable you to pursue your retirement goals.
Are you ready for retirement? Here are five words you should consider.
What if instead of buying that vacation home, you invested the money?
Do you know these three personal finance sayings?
Have you found yourself suddenly single? Here are 3 steps to take right now.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Here’s a quick guide to checking to see if you have unclaimed money.