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.
Travel, Without the Baggage
Tips to avoid checking in luggage on your next vacation.
Rebalancing Your Portfolio
Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.
Money that Buys Good Health is Never Ill Spent
It's important to make sure your retirement strategy anticipates health-care expenses.
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Your credit score may influence how much you pay for auto and home insurance.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Retirement income may come from a variety of sources. Here's an overview of the six main sources.
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
Use this calculator to compare the future value of investments with different tax consequences.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator can help you estimate how much you should be saving for college.
Use this calculator to estimate your capital gains tax.
There are a number of ways to withdraw money from a qualified retirement plan.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
If you died, what would happen to your email archives, social profiles and online accounts?
Retirees look for ways to convert savings and investments into regular income. One option to consider is an annuity.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Have you found yourself suddenly single? Here are 3 steps to take right now.
How do the markets usually react to elections? Was the 2016 election any different?