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.
How Big is Money?
Learn a little about worldwide currency in this fun infographic
Personal Finance Tips for Military Families
Military families face unique challenges, making personal finance even more critical.
No Cash, No Checks, No Problem
Peer-to-peer payment apps are one of the newest ways to send money.
Simple steps may help you foil hackers and protect your privacy.
Maintaining a healthy lifestyle can help you reduce health-related expenses—and avoid time in the recovery room.
Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.
Your credit score may influence how much you pay for auto and home insurance.
There are common mistakes you can avoid when saving for retirement.
Important items to consider when purchasing condo insurance.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator can help you estimate how much you should be saving for college.
Estimate how much of your Social Security benefit may be considered taxable.
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Enter various payment options and determine how long it may take to pay off a credit card.
Determine if you are eligible to contribute to a traditional or Roth IRA.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
Investment tools and strategies that can enable you to pursue your retirement goals.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
Ready for retirement? Find out why many are considering encore careers and push your boundaries into something more, here.
Ever lost your wallet? Frustrating. Here’s what you can do to keep yourself safe.
Bucket lists don’t have to be for tomorrow.
From the Dutch East India Company to Wall Street, the stock market has a long and storied history.
The decision whether to buy or rent a home may have long-term implications.
Millions faithfully file their 1040 forms each April. But some things about federal income taxes may surprise you.