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

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retir...
07/21/2026

As an investor, you’ll encounter times when volatility picks up and markets cycle lower. But if you’re approaching retirement, you may need to consider how a down-market could impact your next chapter.

This short video illustrates the importance of understanding sequence of returns risk.

The savings rate is the government’s estimate of how much U.S. households are saving.
07/14/2026

The savings rate is the government’s estimate of how much U.S. households are saving.

What can be learned from the savings rate?

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic effort...
07/08/2026

Markets posted solid second-quarter gains as investors responded to upbeat economic reports, continued diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The S&P 500 rose 14.87%, the Nasdaq gained 21.41%, and the Dow picked up 12.90%, while Canada’s S&P/TSX Composite added 6.37%. Looking ahead, markets may continue to react to Middle East updates, oil prices, inflation trends, and the pace of global commerce through the Strait of Hormuz. From U.S. home price growth to Canadian housing forecasts, this quarter’s by-the-numbers highlights the data behind one of North America’s most closely watched markets.

Quarterly Market Insights | July 2026 U.S. and Canadian Markets Stocks saw solid gains in the second quarter, riding a wave of enthusiasm over upbeat economic reports, ongoing diplomatic efforts in the Middle East, and strong first-quarter corporate numbers. The Standard & Poor’s 500 Index rose 14...

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like ba...
07/07/2026

Curious where your retirement savings are headed? Enter your numbers and see what your future balance could look like based on what you're doing today.

See how your current savings rate and contributions may grow into retirement income.

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of mon...
06/30/2026

What could your IRA actually produce in retirement income? Enter your balance and assumptions to see a projection of monthly withdrawals over time.

Estimate the potential monthly income your IRA balance could generate in retirement.

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.
06/23/2026

Here’s a look at what goes into creating a \$20 bill and what determines when a bill’s lifespan ends.

How long does a $20 bill last?

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could re...
06/16/2026

Thinking about refinancing your student loans? Compare your current terms with a new rate to see if refinancing could reduce what you pay over time.

Compare your current student loan terms to a potential refinance to see if it makes sense.

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debt...
06/09/2026

Before you start house hunting, find out what you can realistically afford. This calculator factors in your income, debts, and down payment to give you a number.

Estimate how much home may fit within your budget based on income and expenses.

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.

Monthly Market Insights | June 2026 U.S. and Canadian Markets Stocks pushed higher in May, fueled by big tech names, positive economic news, and ongoing diplomatic efforts in the Middle East. The Nasdaq Composite, which rose 15.29 percent in April, tacked on another 8.36 percent. The Standard & Poor...

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tel...
06/02/2026

What rate of return would it take to hit your savings goal? Enter your target and timeline, and this calculator will tell you what you'd need to earn.

Work backwards from your savings goal to find the rate of return you'd need to get there.

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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