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

    Articles

    Educate yourself on a variety of financial topics.

  • Calculators

    Calculators

    A host of financial tools to assist you.

  • Newsletters

    Newsletters

    Timely Newsletters to help you stay current.

  • Glossary

    Glossary

    Financial terms from A to Z.

  • Videos

    Videos

    Short animations that focus on a variety of financial topics.

  • Flipbooks

    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 →

PPO or HDHP? Making Health Insurance Choices

The similarities and differences between an HDHP and a PPO plan and contribution limits for health savings accounts.

Do You Need Disability Insurance

An individual disability income policy could provide much-needed income in the event of an accident or illness.

Student Loans Meet Retirement

Considering a higher-education loan for yourself or others? Here are some factors older adults should keep in mind.

Keeping Up with Quarterly Taxes

Making accurate quarterly payments on schedule can help taxpayers avoid interest penalties for underpayment to the IRS.

More Newsletters →

November 22, 2017 @ 02:37 PM

Ticker Name Percent Difference (when noted with %) otherwise Last Price Difference (where applicable)
Dow Jones Industrials ETF - 0.1 %
Nasdaq Composite ETF + 0.0 %
S&P 500 ETF - 0.0 %

[ 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