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

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for you...
09/01/2026

How much life insurance is enough? Use this calculator to get a better sense of the coverage that may make sense for your family and financial situation.

Estimate how much life insurance coverage may be appropriate for your situation.

08/25/2026

Do you know the difference between a global mutual fund and an international mutual fund?

Before retiring early, take a look at the cold, hard facts.
08/18/2026

Before retiring early, take a look at the cold, hard facts.

Retiring early sounds like a dream come true, but it’s important to take a look at the cold, hard facts.

08/11/2026

Do your kids have the right stuff for college?

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans a...
08/07/2026

Markets navigated mixed signals in July. Inflation eased, tech faced pressure, and energy surged. Meanwhile, Americans are planning record travel spending in 2026: \$1.37 trillion. What's shaping your household budget this summer?

Monthly Market Insights | August 2026 U.S. and Canadian Markets Stocks were mixed in July as investors navigated a cross-current of news on the outlook for AI spending and Q2 corporate reports. The Dow Jones Industrial Average led, adding 0.32 percent. The Standard & Poor’s 500 Index edged down 0....

An ILIT could play a role in your estate strategy.
08/04/2026

An ILIT could play a role in your estate strategy.

Irrevocable life insurance trusts can be important tools that may accomplish a number of estate objectives.

07/28/2026

Are you getting ready to retire? Retirement strategy isn’t entirely financial. Consider these matters in this helpful piece.

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...

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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