Ridgeline Wealth Blog
We guide clients on the path to values-driven financial success and well being, uncovering important insights and surfacing topics pertinent to all interested in living a good and healthy financial life.
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July 2025 The days are already getting shorter – barely noticeable, but real. And while many of us in the South still have some scorcher days ahead, the halfway point
A significant tax and spending package – nicknamed the One Big Beautiful Bill (OBBBA) – recently passed the U.S. House and is now being debated in the Senate. This isn’t
You have a solid job that covers the essentials and taps into your talents. Your relationships with your spouse, children, extended family, and close friends are meaningful and enriching. Your
As we wrap up the first quarter of 2025, I want to briefly reflect on recent market activity and share some thoughtful insights on maintaining perspective during volatile times. Market
I sent this letter out initially in the midst of Election Day. There obviously was a lot of energy in the air. Anticipation runs high, and the headlines were filled
Thanksgiving marks a pause for many of us in the whirlwind of daily life. I love it for that. For a few days, we gather with family and friends, enjoying
Research shows that spending money on experiences often brings more lasting joy than buying more “stuff.” Now imagine the joy and connection that comes from planning a big family vacation—one
Whether it’s a work bonus, inheritance, or proceeds from selling a business, receiving a large sum of money can leave you wondering, “What do I do with it now?” It’s
As we reflect on the past quarter, I want to emphasize our commitment to your overall financial well-being. This not only includes helping you plan for your goals but also