Fort Washington Financial & Insurance Services, Inc.

Fort Washington Financial & Insurance Services, Inc. Fort Washington Financial looks forward to working with you to make your retirement an adventure.

The difference between financial success and shortfall can hinge on the selection of a financial advisor. Fort Washington Financial is a team of advisors working together to help meet your goals, gaps, and opportunities. Experienced, client-focused advisors bringing solutions designed to meet the clients' needs.

When giving to charity, some make cash donations. Others want a more sophisticated strategy.
06/18/2026

When giving to charity, some make cash donations. Others want a more sophisticated strategy.

Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.
06/16/2026

You make your own investment decisions, but how familiar are you with the products? Take our short quiz.

You make decisions for your portfolio, but how much do you really know about the products you buy? Try this quiz

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot o...
06/11/2026

Where is your money actually going each month? Use this budgeting tool to break down your income and expenses and spot opportunities to do more with what you have.

Track your monthly income and expenses to get a clearer view of your cash flow.

Should gold be a part of your diversified portfolio?
06/09/2026

Should gold be a part of your diversified portfolio?

Learning more about gold and its history may help you decide whether it has a place in your portfolio.

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ong...
06/05/2026

Markets continued their upward climb in May, supported by strong technology performance, positive economic data, and ongoing diplomatic efforts in the Middle East. The Nasdaq gained 8.36%, the S&P 500 rose 5.15%, and Canada’s S&P/TSX Composite added 2.37%, while investors welcomed better-than-expected job growth and upbeat corporate earnings. With the Fed's next meeting scheduled for June, attention is turning to updated economic projections and what they may signal about the broader economy. From \$24 billion spent on Father's Day to the popularity of dining out and special outings, this month's by-the-numbers highlights how families celebrate the dads in their lives.

Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East.

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how cont...
06/04/2026

A million dollars is a common milestone—but what does it actually take to get there? Enter your numbers and see how contributions and time work together.

See what it takes in monthly contributions and time to reach a million-dollar savings goal.

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your t...
06/02/2026

Extra payments on student loans can save you more than you might expect. See how accelerating your payoff affects your timeline and total interest paid.

See how extra payments toward your student loans could shorten your payoff timeline.

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, m...
05/28/2026

What happens to your 529 account if your kids don't go to college? With rising college costs and changing job markets, more students are considering alternatives to traditional four-year colleges.

Rising college costs prompt students to seek alternatives; 529 account funds can be used for other education options.

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax ba...
05/26/2026

Did you know part of your Social Security benefit could be taxable? See how much may be subject to federal income tax based on your income level.

Estimate how much of your Social Security benefit may be subject to federal income tax.

Worried that inflation may rise in the years ahead? You’re not alone.
05/21/2026

Worried that inflation may rise in the years ahead? You’re not alone.

If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.

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Fresno, CA
93720

Opening Hours

Monday 8am - 5pm
Tuesday 8:30am - 5pm
Wednesday 8:30am - 5pm
Thursday 8:30am - 5pm
Friday 8:30am - 5pm

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