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.
Is a Variable Annuity Right for Me?
Pundits go on and on about how “terrible” or “wonderful” annuities are, but they never talk about whether annuities are right
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Teen Drinking and Your Liability
Drinking may be a “rite of passage” for teens, but when it occurs in your home you may be held responsible for their actions.
Concerns over identity theft continue to grow, especially with data breaches at major companies and financial institutions.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
Retirees traveling abroad need to know that their health insurance travels with them.
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Many Americans are operating their personal finances with only the barest minimum of knowledge.
This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).
Assess whether you are running “in the black” or “in the red” each month.
This calculator can help you estimate how much you should be saving for college.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
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.
How federal estate taxes work, plus estate management documents and tactics.
There are some smart strategies that may help you pursue your investment objectives
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.
There are a few things to consider when buying or leasing your next vehicle.
A special needs trust helps care for a special needs child when you’re gone.
Do you have causes that you want to support with donations? Here are three tips.
What if instead of buying that vacation home, you invested the money?
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.