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.
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Helpful Content
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Forecast
The market is as unpredictable as the weather. We’d love to help you prepare.
Social Security Benefits: How Much Will I Receive
Calculating your potential Social Security benefit is a three-step process.
Value vs. Growth Investing
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
Four Steps to Valuing an Estate
Determining the value of your estate, or for someone who has passed away, can be a complex undertaking.
When Should You Take Social Security
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Red Flags for Tax Auditors
Here are six flags that may make your tax return prime for an IRS audit.
Orchestrating Your Retirement Accounts
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
How to Make the Tax Code Work for You
When you take the time to learn more about how it works, you may be able to put the tax code to work for you.
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What Is the Dividend Yield?
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
What Is My Current Net Worth?
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
Impact of Taxes and Inflation
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
Potential Income from an IRA
Estimate your monthly and annual income from various IRA types.
Self-Employed Retirement Plans
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
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Tax Management Strategies
Learn more about taxes, tax-favored investing, and tax strategies.
5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
Investment Strategies for Retirement
Investment tools and strategies that can enable you to pursue your retirement goals.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Retirement Plan Distributions
There are a number of ways to withdraw money from a qualified retirement plan.
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The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
16 Wall Street Cliches in 60 Seconds
Pundits say a lot of things about the markets. Let's see if you can keep up.
It May Be Time for a Financial Checkup
It’s never a bad time to speak with your financial advisor about changes in your situation.
The Richest Man in Babylon
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
When Do You Need a Will?
When do you need a will? The answer is easy: Right Now.