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
Is Term Life Insurance for You?
Term insurance is the simplest form of life insurance. Here's how it works.
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
Knowing the rules may help you decide when to start benefits.
Military families face unique challenges, making personal finance even more critical.
Here's a breakdown of how the federal government spends your tax money.
Bonds may outperform stocks one year only to have stocks rebound the next.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
When you’re married and have children, insurance needs will be different.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate how much of your Social Security benefit may be considered taxable.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
This calculator helps estimate your federal estate tax liability.
Use this calculator to estimate your capital gains tax.
A presentation about managing money: using it, saving it, and even getting credit.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
Here are five facts about Social Security that might surprise you.
Women must be ready to spend, on average, more years in retirement than men.
With alternative investments, it’s critical to sort through the complexity.
If your family relies on your income, it’s critical to know what their needs would be in the event of your death.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.