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
Traditional vs. Roth IRA
One or the other? Perhaps both traditional and Roth IRAs can play a part in your retirement plans.
Dog Bites Neighbor. Now What?
Even dogs have bad days. So, what happens when your dog bites a neighbor or passing pedestrian?
Revising Estate Strategy Assumptions
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Getting the instruments of your retirement to work in concert may go far in realizing the retirement you imagine.
Retirees traveling abroad need to know that their health insurance travels with them.
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Investors who put off important investment decisions may face potential consequence to their future financial security.
Lifestyle considerations in creating your retirement portfolio.
For many, retirement includes contributing their time and talents to an organization in need.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
This questionnaire will help determine your tolerance for investment risk.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator can help you estimate how much you may need to save for retirement.
This calculator can help you estimate how much you should be saving for college.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
There are some key concepts to understand when investing for retirement
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
A presentation about managing money: using it, saving it, and even getting credit.
Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
It's easy to let investments accumulate like old receipts in a junk drawer.
Taking your Social Security benefits at the right time may help maximize your benefit.
What are your options for investing in emerging markets?