Ridgeline Financial Partners

07/17/2026

It can be difficult to know what to ask when you’re new to Medicare. We have a handy list of questions—and answers—to help you get started. Learn more here:

Take the guesswork out of your IEP or SEP with this helpful article.

07/15/2026

Medicare Advantage—Medicare Part C—is coverage from a private health insurance plan. Learn about the differences between Medicare Advantage and Original Medicare coverage here:

Medicare Part C allows you to choose a Medicare Advantage plan. This article will help you decide if it's right for you.

07/14/2026

Stocks ended the week higher, led by AI and chip stocks. The S&P 500 gained 1.2% and the Nasdaq rose 1.7%, overcoming midweek volatility and geopolitical tensions as investors remained optimistic about the tech sector.

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07/13/2026

Worried about passing your wealth to a troubled adult child?There are strategies that can help.

The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.

07/10/2026

Do your kids have the right stuff for college?

Preparing for college means setting goals, staying focused, and tackling a few key milestones along the way.

07/08/2026

You can help ensure that losing your wallet doesn't turn into something bigger.

Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.

07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers.

07/06/2026

Small-cap stocks have quietly outperformed large caps this year, supported by improving earnings expectations, attractive valuations, and signs of stronger domestic growth. While the backdrop is becoming more supportive, important challenges remain, including margin pressure, uneven small-business activity, and concentrated market leadership. In this week's Markets in a Minute, Kara explores whether the recent small-cap rally marks the beginning of a lasting leadership shift or simply another temporary rotation.

We explore whether the recent small-cap rally marks the beginning of a lasting leadership shift or simply another temporary rotation.

07/06/2026

Second homes have unique risks and insuring them is different than a primary home.

There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.

07/04/2026

Independence isn't just a date on the calendar; it's woven into our everyday lives. Today, we come together to celebrate the nation we love!

What are you up to this Independence Day? Kicking back in the sun and firing up the grill, or diving into festivities with friends and family? Post your plans below!

From my family to yours, here's to a fantastic Independence Day! Isn't it incredible to call America home? God bless the USA!