MILESTONES FINANCIAL PLANNING, LLC Email Archives Milestones Financial Planning, LLC is a Fee-Only financial planning and investment firm. Partner and managing member Johanna Fox Turner, CPA, CFP®, RLP®, applies the experience and skills she has accumulated from her 30+ years as a CPA to her work as a CERTIFIED FINANCIAL PLANNER™ and Registered Life Planner. Junior partner, Michelle Neiswender, MBA, is currently studying to sit for the CERTIFIED FINANCIAL PLANNER™ exam, having already fulfilled her experience requirements. Clients include educators and the medical profession, along with retirees and small business owners in many states. We are passionate about what we do and sincerely believe that this is our God-given purpose in life. Past Issues - More Finance, Food, and Fun! February 2016 How to Rebalance Your Portfolio Keys to Investing [Video] Fraud Alert (Almost) Famous Recipe: 3-Step Spanish Rice January 2016 Will You be a Burden to Your Family? Biggest Financial Threat for Boomers [Video] Fraud Alert (Almost) Famous Recipe: Spicy Chicken Nachos December 2015 Social Security Changes the Rules 3 Reasons to Delay Social Security Benefits [Video] Home Refinancing vs Tax Savings (Almost) Famous Recipe: Apple Cinnamon Loaf Cake November 2015 12-Step Program for Year End Tax Planning How to Correct a Missed RMD [Video] How to Save for College Education and for Retirement? (Almost) Famous Recipe: Soft Frosted Pumpkin Cookies October 2015 What to Do with an old 401k - Part 2 Retirement Gender Gap [Video] (Almost) Famous Recipe: Carnitas (Mexican Pulled Pork) How to Prioritize Saving for Retirement September 2015 What to do with an old 401(k) Part 1 (Almost) Famous Recipes:Lemon-Poppy Seed Zucchini Bread How to find an old 401k [Video] Should I combine my separate retirement accounts August 2015 How Important are Taxes when Investing? (Almost) Famous Recipes: Watermelon Salad and Summer Squash Salsa When to Buy Bonds Nerd to the Rescue July 2015 Should You Use a Financial Planner? (Almost) Famous Recipe: S'more Ice Cream Cake How much does Financial Planning Cost? Nerd to the Rescue June 2015 Stay Away from Retirement Quicksand (Almost) Famous Recipes: Toasted Pimento Cheese Sammies & Spicy Sweet Potato Fries Nerd to the Rescue May 2015 How to Convert to a Tax-Free Roth IRA (Almost) Famous Recipe: Freezer Sheet Cake Nerd to the Rescue April 2015 A Target Date Fund is NOT a Plan (Almost) Famous Recipes: Simple Szechuan Shrimp & Baked Balsamic Asparagus Nerd to the Rescue March 2015 Money Matters to Settle before You Settle Down (Together) (Almost) Famous Recipe: Roasted Supper Salad Nerd to the Rescue February 2015 How Roth Savvy are You? (Almost) Famous Recipe: Savory Stuffed Peppers Nerd to the Rescue January 2015 Shape up Your Finances in 2015 (Almost) Famous Recipe: Slow Cooker Latin Chicken Nerd to the Rescue December 2014 Taxes: Do this, not that (Almost) Famous Recipe: Meyer Lemon Pie Nerd to the Rescue November 2014 When NOT to Obsess About Low Interest Rates (Almost) Famous Recipe: Best Ever Pumpkin Bread Nerd to the Rescue October 2014 Why I Never Buy Stocks (Almost) Famous Recipe: Scalloped Tomatoes Virtual Book Club September 2014 Picking Investments Isn't Financial Planning Virtual Book Club (Almost) Famous Recipe: Rosemary Ranch Chicken & Syrian Green Beans August 2014 3 Step Investing Process Virtual Book Club (Almost) Famous Recipe: Fresh Southern Peach Cobbler July 2014 3 surprising ways to boost your retirement Virtual Book Club (Almost) Famous Recipes: Calabacitas June 2014 Can you afford to retire? Virtual Book Club (Almost) Famous Recipes: Bleu-Ribbon Ribeyes May 2014 Does your investment advisor cost you taxes? Virtual Book Club (Almost) Famouse Recipes: Vibrant Coleslaw April 2014 My Money Mistakes Virtual Book Club (Almost) Famous Recipes: Tuna Patties with Dill Sauce March 2014 10 Tips to Run Out of Money in Retirement Virtual Book Club (Almost) Famous Recipes: Grannys Crunchy Parmesan Chicken & Chicken Parmigiana February 2014 Newsletter HSAs: The Obamacare Solution Virtual Book Club (Almost) Famous Recipe: Apple Bread Pudding & Caramel Brandy Sauce January 2014 Newsletter 2014 financial planning resolutions for you Virtual Book Club (Almost) Famous Recipe: Incredible Cauliflower December 2013 Newsletter Tax Tricks You Many Not Know About BKS: Best Kept Secrets (Almost) Famous Recipe: Smoked Turkey Mushroom Soup with Noodles November 2013 Newsletter Your 401k thinks you're a SUCKER BKS: Best Kept Secrets (Almost) Famous Recipe: Toast Butter Pecan Cake October 2013 Newsletter The 15 Questions You Should Ask BKS: Best Kept Secrets (Almost) Famous Recipes: Pesto Pizza September 2013 Newsletter 3 Licenses You Can Count On BKS: Best Kept Secrets (Almost) Famous Recipes: Pesto makes perfect August 2013 Newsletter Getting advice from a used car salesman? BKS: Best-Kept Secrets (Almost) Famous Recipes: Chicken Salad My Way July 2013 Newsletter Stuck in an annuity? BKS: Best-Kept Secrets (Almost) Famous Recipes: Chocolate Banana Split Pie June 2013 Newsletter Secrets, Lies and Money - Do you need an annuity? BKS: Best-Kept Secrets (Almost) Famous Recipes: Make use of fresh summer veggies! May 2013 Newsletter Introduction to Secrets, Lies and Money series BKS: Best-Kept Secrets (Almost) Famous Recipes: Spicy Meatloaf April 2013 Newsletter Protecting your assets: how to keep what's yours BKS: Best-Kept Secrets (Almost) Famous Recipes: Cruchy Salad and more March 2013 Newsletter After the debt snowball - protect your assets! BKS: Best-Kept Secrets (Almost) Famous Recipes: Almond Blossoms February 2013 Newsletter You have the power! BKS: Best-Kept Secrets (Almost) Famous Recipes: Parma-Baked Shrimp January 2013 newsletter Using Perspective to Boost Retirement BKS: Best-Kept Secrets (Almost) Famous Recipes: Angel Corn Muffins December 2012 newsletter What the Election Means BKS: Best-Kept Secrets (Almost) Famous Recipes: Hot Spiced Christmas Tea November 2012 MFP Newsletter Tax Planning 2013.0 BKS: Best-Kept Secrets (Almost) Famous Recipes: Better Bean Casserole October 2012 MFP Newsletter What I Learned at the Bar - Part II (Medicare, etc.) Recommended Resources - for the cooks (Almost) Famous Recipes: Sexy Chicken and Oven-Roasted Potatoes September 2012 MFP Newsletter What I Learned at the Bar Recommended Resources (Almost) Famous Recipes: End of Summer Greek-Style Pasta August 2012 MFP Newsletter Recommended Resources: How to Make Coffee (Almost) Famous Recipes: Fajitas Único You, Inc. People before numbers July 2012 MFP Newsletter Emotion Quotient (Almost) Famous Recipes: Frozen Fruit Delight Recommended Resources: Politics June 2012 MFP Newsletter Fund Find of the Month - Global Fund Don't Be Suddenly Poor! (Almost) Famous Recipes: Blueberry Buttermilk Muffins Recommended Resources: Mvelopes/Behavior Gap May 2012 MFP Newsletter Fund Find of the Month: Free-Range Fund Investing 5 Tips to Use Trusts (Almost) Famous Recipes: Classic Coffee Cake Recommended Resources: Is that Spam - or For Real? April 2012 MFP Newsletter Fund Find of the Month: The NON-Review 401(k) Tips (Almost) Famous Recipes: Oreo Cheesecake Bars Recommended Resources: Great Apps March 2012 MFP Newsletter Fund Find of the Month MACSX 6 Ideas for Your Income Tax Refund (Almost) Famous Recipes: St. Pat's Recommended Resources: Moolah February 2012 MFP Newsletter Fund Find of the Month 8 Money Myths (Almost) Famous Recipes: Super Bowl Snacks Recommended Resources: Will Search for Food January 2012 Fund Find of the Month Solutions to the Latest Trends in ID Theft (Almost) Famous Recipes: Carrots Recommended Resources: Social Media & Investing December 2011 Fund Find of the Month You Are at Risk (The Latest Trends in ID Theft) (Almost) Famous Recipes November 2011 Fund Find of the Month 5 Tax Breaks You Don't Want to Miss (Almost) Famous Recipes October 2011 Fund Find of the Month Make Sure Your Social Security Info is Error Free (Almost) Famous Recipes September 2011 Fund Find of the Month Tips to Maximize Social Security (Almost) Famous Recipes August 2011 Fund Find of the Month Six Ways to Earn More on Your Money (Almost) Famous Recipes July 2011 Fund Find of the Month Five Things to Know Before Buying Gold (Almost) Famous Recipes June 2011 Fund Find of the Month 10 Retirement Mistakes (Almost) Famous Recipes Cash Conservation: 101 April-May 2011 Fund Find of the Month 6 Kinds of Insurance (Almost) Famous Recipes Cash Conservation: 101 March 2011 Fund Find of the Month Improve Your Chances in the Market (Almost) Famous Recipes Cash Conservation:101 In Closing: Final Four Pool February 2011 Fund Find of the Month Why Investors Don't Make Money (Almost) Famous Recipes Cash Conservation:101 In Closing: Client Feedback January 2011 Fund Finds of the Month Using Morningstar, Part II (Almost) Famous Recipe January Bonus Tip In Closing: Client Feedback December 2010 Fund Find of the Month Using Morningstar, Part I (Almost) Famous Recipes November 2010 Apology to My Clients Fund Find of the Month The Best Way to Save for College (Almost) Famous Recipe October 2010 Fund Find of the Month (Almost) Famous Recipe Social Security - The 8% Solution QuickBooks Classes September 2010 Financial Education for Children (Almost) Famous Recipe Investment Tip Why You Should Know NAPFA Milestones Financial Planning, LLC 907 Paris Road Mayfield, Kentucky 42066 270/247.0555 ~ 270/247.2080 (fax) ~ 800/991.2721 ~ advisor@milestonesfp.com JOIN OUR MAILING LIST and get your own Monthly Serving of Financial Planning and Investment Advice with a Dash of Fun!