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Kathy’s Blog

9 Tips on Purchasing and Financing Your New Home

By Kerry Jackson, Lead Advisor, Fish and Associates One of the most common goals we are approached with by our millennial clients is buying their first home. The decisions surrounding this milestone purchase can be extensive and overwhelming. Below are …

Spend Less, Save More, and Don’t Do Anything Stupid

No matter what generation you are a member of – Baby Boomers, Gen X, Millennial, or Gen Z – I have some free, basic financial advice that will serve you well. “Spend less, save more, and don’t do anything stupid.” …

Importance of HIPAA Privacy Authorization

By Jennifer Cissell, Client Services Associate at Fish and Associates It’s every parent’s worst nightmare: the unexpected phone call telling you that your child has been in a serious accident and is in the hospital. Frantic, you prepare to leave …

Yes, You Might Actually Enjoy a “Working” Retirement

  An important part of your retirement plan is a discussion of the benefits of working, regardless of age. Retirement is no longer an event––it is a segue into an altered definition of life as you know it. One definition …

Are You Getting the Best Return on Life You Possibly Can?

  When it comes to investing, the current standard of return on investment (ROI) can be self-limiting, adding pressure that is counterproductive. So much of ROI is not within our control. We can diversify investments––always a good strategy––but we cannot control …

Networking for Women: It’s Important, Ladies

By Amber Colvin, Office Administrator at Fish & Associates and Basset Hound enthusiast.  Networking has, over the past couple of decades, become something of a buzzword. It’s schmoozing with less emphasis on selling something, and it’s socializing with a professional …

What you need to know about Estate Planning

                                       What you need to know about Estate Planning   It is a misconception that estate planning is only for those who …

Why Charitable Planning is important?

The Basics of Charitable Planning   When people are asked how they want their estate distributed at their death, many people mention giving to a charitable organization such as a school, their church or a favorite nonprofit. Without proper planning, …

Top 5 Financial Planning Resolutions for 2017

                                  Top 5 Financial Planning Resolutions for 2017     We are already one month into 2017, but I thought I would share 5 important …

Note: Due to industry regulations on communication, we are unable to allow for public comments on this blog. Please feel free to email me your questions and/or comments to kathy@fishandassociates.com. Thank you.

Securities offered through Kestra Investment Services, LLC (Kestra IS), member FINRA/SIPC. Investment Advisory Services offered through Kestra Advisory Services, LLC (Kestra AS), an affiliate of Kestra IS. Kestra IS and Kestra AS are not affiliated with Fish and Associates. Kestra IS and Kestra AS do not provide tax or legal advice.


This site is published for residents of the United States only. Registered representatives of Kestra IS and Investment Advisor Representatives of Kestra AS may only conduct business with residents of the states and jurisdictions in which they are properly registered. Therefore, a response to a request for information may be delayed. Not all of the products and services referenced on this site are available in every state and through every representative or advisor listed. For additional information, please contact the Kestra IS compliance Department at 512-697-6000.


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