Fishman Financial Services

We take the stress out of planning for your retirement.

Whether you are just getting ready to retire or have already retired you need to take stock of where you are and where you need to be.  You need to evaluate your finances and see if your income and portfolio is adequate to keep you in the lifestyle you have chosen.  In addition, you need to take a close look at your risk management programs.  When you are no longer working, your money will need to be hard at work producing income for you.  You cannot afford to have that fund whittled down due to long term illnesses.  A close examination of your health care program and  plans for long term care go hand in hand with evaluating your investment strategies. 

You need to have all your estate paperwork including wills, trusts, durable powers of attorney, health care powers of attorney and living wills updated.  It is also recommended that you prepare to "care for your caregivers" for that time when you might not be able to do it all by yourself.  Getting organized now will enable that person to find the necessary items to be able to step in on your behalf.  We also recommend talking to the person who might be your caregiver (child, other) about your wishes and your finances.  Be sure to get them involved early on so they can understand your style.  Remember, your "caregiver" may not have your experience.  We set up joint meetings at our client's request to discuss just these issues. We call it "intergenerational planning".

You will find in this website a place to contact us.. We can remove the stress of planning for your secure retirement.  You will also find a questionnaire form which you can either fill out on your own or fill out on line and send to us.  We invite you for a  FREE CONSULTATION.  Call us at 301 330-9455.  We look forward to meeting you.  Long distance consultations by phone are welcome. 



  • Articles


    Educate yourself on a variety of financial topics.

  • Calculators


    A host of financial tools to assist you.

  • Newsletters


    Timely Newsletters to help you stay current.

  • Glossary


    Financial terms from A to Z.

  • Videos


    Short animations that focus on a variety of financial topics.

  • Flipbooks


    These magazine-style flipbooks provide helpful information.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Cost of Retirement

Use this calculator to estimate how much income and savings you may need in retirement.

LTCI Cost of Waiting

Estimate the potential cost of waiting to purchase a long-term care insurance policy.

More Calculators →

How Long Should You Keep Financial Records?

The beginning of the year is a great time to organize records and discard old documents to make room for new ones.

Consider a Roth for Tax-Free Retirement Income

Roth IRA withdrawal and conversion rules and how they differ from other retirement plans.

Options for Inherited IRAs

Here is an overview of IRA distribution rules and options for surviving spouses and nonspouse beneficiaries.

Is It Wise to Trade Your Pension for a Lump Sum?

The pros and cons of keeping a pension versus accepting a lump-sum payout.

More Newsletters →

February 21, 2018 @ 09:37 AM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF + 0.2 %
Nasdaq Composite ETF + 0.2 %
S&P 500 ETF + 0.2 %

[ Markets | Charts | Quotes | Portfolio ]

Market data delayed per exchange rules.
All quotes are in US Eastern Time (EST).
© Interactive Data Managed Solutions (NYSE:IDC) All rights reserved.

Check the background of this financial professional on FINRA's BrokerCheck
Check the background of this financial professional on FINRA's BrokerCheck