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.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Social Media: #NewestBusinessLiabilityRisk
Social media may be a modern imperative for businesses looking to grow and build their brand, but it also introduces risk.
Is your estate in order? This short quiz may help you assess your overall strategy.
Your credit score may influence how much you pay for auto and home insurance.
Thanks to the work of three economists, we have a better understanding of what determines an asset’s price.
Learn about the dangers of internet fraud with this highly educational and fun “pulp” comic.
Learn how to maximize your tax and estate strategy as a married member of the LGBTQ+ community.
A quick look at how federal income taxes work.
Estimate how long your retirement savings may last using various monthly cash flow rates.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator can help you estimate how much you should be saving for college.
Enter various payment options and determine how long it may take to pay off a credit card.
This questionnaire will help determine your tolerance for investment risk.
Using smart management to get more of what you want and free up assets to invest.
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.
A presentation about managing money: using it, saving it, and even getting credit.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Here are five facts about Social Security that might surprise you.
Coaches have helped you your whole life, in ways big and small. We’d like to be one of them.
The market is as unpredictable as the weather. We’d love to help you prepare.
Understanding the cycle of investing may help you avoid easy pitfalls.
Tulips were the first, but they won’t be the last. What forms a “bubble” and what causes them to burst?
Agent Jane Bond is on the case, cracking the code on bonds.