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.
Split Annuity Strategy
Here's one strategy that combines two different annuities to generate income and rebuild principal.
The Latte Lie and Other Myths
Do you know these three personal finance sayings?
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Estate strategies for millennials may sound like less of a concern than retirement, but young adults should prepare now.
Here are six flags that may make your tax return prime for an IRS audit.
Living trusts are popular, but their appropriateness will depend upon your individual needs and objectives.
Ascertaining the value of your business is important for a variety of reasons.
Understanding how capital gains are taxed may help you refine your investment strategies.
In the face of divorce, making changes to insurance coverage may be overlooked.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
This calculator can help you estimate how much you may need to save for retirement.
Estimate how much income may be needed at retirement to maintain your standard of living.
Assess whether you are running “in the black” or “in the red” each month.
Use this calculator to assess the potential benefits of a home mortgage deduction.
Principles that can help create a portfolio designed to pursue investment goals.
There are some key concepts to understand when investing for retirement
There are some smart strategies that may help you pursue your investment objectives
A presentation about managing money: using it, saving it, and even getting credit.
How federal estate taxes work, plus estate management documents and tactics.
There are a number of ways to withdraw money from a qualified retirement plan.
There are three things to consider before dipping into retirement savings to pay for college.
When do you need a will? The answer is easy: Right Now.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Making the most of surprises is a great reason to work with us.
Estate conservation is too important to put off. Do you have a smart exit strategy?
A bucket plan can help you be better prepared for a comfortable retirement.