Own Your Financial Future
At Fish and Associates our goals are not just about ROI (return on investment) but a Return on Life. This concept enables us to help you take charge of your financial future by answering the question, “Are you using your money in a way that is improving your life?” Over the years we have developed a reputation in Memphis for being a firm where your experience as a client is our top priority. You’ll never be just an account number. Your individuality is something to be celebrated, and you’ll feel the difference the moment you walk in the door. We believe that every client has the potential to be a wealth-creator and take charge of their future. As a woman-owned and operated firm, we have a distinct capability to understand and serve the financial needs of women, and we also have a passion for addressing the financial planning needs of the LGBT community. We encourage you to actively engage in the process of planning and securing your financial future.Learn More
Bridging the Confidence Gap
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Do You Owe The AMT?
If you want to avoid potential surprises at tax time, it may make sense to know where you stand when it comes to the AMT.
The right executor may help ensure the distribution of your assets is done with as little upheaval as possible.
A few strategies that may help you prepare for the cost of higher education.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
A company's profits can be reinvested or paid out to the company’s shareholders as “dividends."
Read this overview to learn how financial advisors are compensated.
Consider how your assets are allocated and if that allocation is consistent with your time frame and risk tolerance.
Estimate how much you have the potential to earn during your working years.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your capital gains tax.
This calculator can help you estimate how much you should be saving for college.
The importance of life insurance, how it works, and how much coverage you need.
There are some key concepts to understand when investing for retirement
Learn more about taxes, tax-favored investing, and tax strategies.
The chances of needing long-term care, its cost, and strategies for covering that cost.
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.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Women must be ready to spend, on average, more years in retirement than men.
You’ve made investments your whole life. Work with us to help make the most of them.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.
What if instead of buying that vacation home, you invested the money?