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.
Social Security: Five Facts You Need to Know
Here are five facts about Social Security that are important to keep in mind.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Making Sense of U.S. Household Net Worth
A look inside the U.S. government's statistics on household net worth.
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
Marriage changes everything, including your insurance needs.
Currency has been around for a long time. Here’s a quick history lesson.
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
Divorce is the second most stressful time in a person's life. Here's some tips to get through it.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
This calculator may help you estimate how long funds may last given regular withdrawals.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Learn more about taxes, tax-favored investing, and tax strategies.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
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.
What if instead of buying that vacation home, you invested the money?
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.
Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.
There are hundreds of ETFs available. Should you invest in them?
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
You’ve made investments your whole life. Work with us to help make the most of them.