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.
Helpful Content
Preparing for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Should I Invest in Gold?
Learning more about gold and its history may help you decide whether it has a place in your portfolio.
Social Security Tax Estimator
Estimate how much of your Social Security benefit may be subject to federal income tax.
When Does Your Personal Car Become a Commercial Vehicle?
At what point can you call a personal vehicle commercial?
TIPS for Inflation
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
The Most Overlooked Item of Any Home Improvement
The item most homeowners forget on their home improvement project checklist is insurance.
Understanding Qualified Charitable Distributions
Use this handy, informative article to help your clients understand Qualified Charitable Distributions (QCDs).
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
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Long-Term-Care Needs
Estimate potential long-term care costs and what coverage may help address them.
Student Loan Refinance Calculator
Compare your current student loan terms to a potential refinance to see if it makes sense.
What's Your MPG?
Calculate your vehicle's fuel efficiency and see what you're spending on gas annually.
What Is the Dividend Yield?
Calculate the dividend yield of a holding and see what that means for income over time.
Estimate Your RMD
Calculate your required minimum distribution amount based on your account balance and age.
How Much Do I Need To Retire?
How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est
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Should You Ever Retire?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
Retirement Plan Detectives
Watch this fun video for tips on how to search for missing money.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
The Power of Compound Interest
Learn how to harness the power of compound interest for your investments.
To Buy or Not to Buy
The decision whether to buy or rent a home may have long-term implications.
Bull and Bear Go To Market
Learn about the difference between bulls and bears—markets, that is!