Fishgold Financial Services

Fishgold Financial Services Go to our website to get calculators and other financial information. You can always contact us directly and ask for Valerie.

Do you have a financial planning professional advisor who you can go to and ask any question. Financial planning is not just about investing. It's about your needs and wants and how to get there. Its also about protecting what you care about. It's smart tax planning if you need it. It's retiring without the fear of running out of money. It's strategies for protecting your wealth from litigation. I

t's comprehensive wealth management. Our job is to learn about what's important to you. We help you define your needs and wants and help you get there. We hear what's important you when you speak to us even if you didn't specifically identify it as an objective. If we see you care about your pets we are going to ask if you have put provisions in your will or have made other arrangement that will take care of your pets. We think of those things and more to help you get what you want. Imagine someone you can call to find the best options for your retirement plans, your saving options, your important documents like wills, trusts and medical directives; or, perhaps you just want a second opinion on what you are doing, then just give Valerie a call. (Valerie Fishgold, Certified Financial Planner®)
P.S. If you want to get the most out of your 401k, lets us perform a FREE 401k Analyzer to help you decide which funds you should be in now! Advisory Services are Provided through Fishgold Financial
Securities Offered Through Geneos Wealth Management member FINRA & SIPC

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.
05/26/2026

What happens to your employer-sponsored retirement accounts when you change jobs? Find out in our latest video.

This video explores what to do with retirement accounts when you move on from your job.

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenario...
05/19/2026

Just because you’re under 65 years of age doesn’t mean you don’t qualify for Medicare. There are a few specific scenarios where you are eligible earlier. Learn more:

You might qualify for Medicare if you’re under 65-years-old. This article will explain the conditions where you may qualify for Medicare early.

The average college senior graduates with credit card debt. How will your kids manage money?
05/12/2026

The average college senior graduates with credit card debt. How will your kids manage money?

You taught them how to read and how to ride a bike, but have you taught your children how to manage money?

05/08/2026

Stocks surged in April, delivering their strongest monthly gains in five years as solid economic data, easing geopolitical tensions, and upbeat first-quarter earnings lifted investor sentiment. The Nasdaq climbed 15.29%, the S&P 500 rose 10.42%, and the Dow gained 7.14%, while Canada’s S&P/TSX Composite added 3.65%. With no Fed meeting in May, attention turns to remarks from Fed officials and how evolving economic data may shape expectations moving forward. From \$34.1 billion in U.S. spending to the popularity of Mother’s Day dining and gifts, this month’s By the Numbers highlights how families celebrate the occasion.

Three important questions to consider before you start taking.
05/05/2026

Three important questions to consider before you start taking.

When to start? Should I continue to work? How can I maximize my benefit?

Check out this informative video on bull and bear markets to better understand how the stock market works!
09/10/2024

Check out this informative video on bull and bear markets to better understand how the stock market works!

Learn about the difference between bulls and bears—markets, that is!

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat commen...
09/06/2024

Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates.

Monthly Market Insights | September 2024 U.S. Markets Stocks notched modest gains in August, helping investors forget a volatile month of trading, punctuated by upbeat comments by Fed officials about interest rates. The Dow Jones Industrial Average rose 1.76 percent, while the S&P 500 Index tacked o...

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.
09/03/2024

"Old age is like everything else. To make a success of it, you've got to start young,” observed Teddy Roosevelt.

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Where will your retirement income come from? Do you know all the choices available?
08/27/2024

Where will your retirement income come from? Do you know all the choices available?

This calculator compares employee contributions to a Roth 401(k) and a traditional 401(k).

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?
08/20/2024

Rebalancing = restoring a portfolio to its original risk profile. Are you feeling a little off balance?

Over time, different investments' performances can shift a portfolio’s intent and risk profile. Rebalancing may be critical.

Address

8262 E Via Dona Road
Scottsdale, AZ
85266

Opening Hours

Monday 9am - 4pm
Tuesday 9am - 4pm
Wednesday 9am - 4pm
Thursday 9am - 4pm
Friday 9am - 4pm

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