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August 2011 | Vol 2, Issue 7
Serving up financial planning and investment advice with a dash of fun!
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Dream it... Plan it...
Live it!
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Greetings!
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Back to school for the kiddos - are you celebrating or moping? If you miss the "good ole days", consider signing up to audit a course. If you like it, you can always sign up for real college credit - and as a sweetener, the government offers tax breaks such as the the Lifetime Learning Credit and Tuition and Fees Deduction, no matter how many years you've been out of school!
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Fund Find of the Month:
Surprise, It's Socially Responsible!
|  From time to time, clients ask about "socially responsible" funds (those funds that don't invest in socially "unacceptable" industries such as tobacco, alcohol, animal testing, etc). My stock answer (pun intended) has always been, "It's a nice idea if you don't mind trading good returns for good feelings." I can't say that any longer...
read more...
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Join our Mailing List!
Is your advisor your partner...or a salesman?
A Fee-Only advisor works for you, not commissions. Email or call us at270/247.0555for a "no-strings attached" review (by phone or in person - it's up to you). |
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Tip of the Month: 6 ways to multiply interest earnings
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Tired of miniscule returns on your savings accounts? You deserve better so we went in search of results that anyone would be happy to get. These rates may inspire you to get excited enough to stretch that nest egg from hummingbird- to ostrich-sized! read more...
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(Almost) Famous Recipes of the Month: Cool summer dips
|  What do you do with cherry tomatoes after friends give you the 10th pint? That has been my dilemma over the years. We love them, but aren't every-day salad eaters and hate to see them spoil. In a recent Guideposts, I found what appeared to be the perfect solution. I knew it was as roasting tomatoes and garlic filled our house with the heavenly scent of Slow-Roasted Bruschetta. Absolutely delicious. (By the way, if you need some fresh basil, my herbs are on overdrive this year!)
It gets even better...I've decided to go public with my killer Guacamole recipe. When I visit family in Albuquerque, they ask me to make it - it's that good! The trick is to find avocados that are perfectly ripe: the fruit will yield to gentle pressure when you press on the skin. If they are not ripe enough, they will be slimy inside (but will ripen in a few days at room temp). Too ripe and and the flesh will have unsightly black spots. Top of page
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In Closing...
 What do you think about the "new deal"? Since it's not signed (yet) and we're still researching the details, I hope to have some commentary in next month's issue. Follow the money.
Michelle and I are getting ready to roll out a new campaign titled "Are you FISCALLY fit?" That will be the topic for a billboard on Highway 45 between Mayfield and Paducah. If you live in the area, we'd love to hear what you think about it.
Our new website should arrive at a computer in front of you by the end of September. The makeover is long overdue and we can't wait for all of our clients, friends, and readers to see the "new" MFP. We'll keep you posted!
Our Amazing Amazon offer continues: the first reader to notify us of an incorrect link in any newsletter wins a FREE $50 gift card to Amazon.com! $50??? Yes, $50!!!
Best wishes and God bless,
Johanna Fox Turner has worked in the financial services industry as a CPA for over 30 years and owns two businesses, Johanna Fox, CPA, Inc. and Milestones Financial Planning, LLC. You can learn more by downloading her resume' from the Milestones Financial Planning website. Top of page
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Milestones Financial Planning, LLC
907 Paris Road
Mayfield, KY 42066
270/247.0555 (phone)
270/247.2080 (fax)
800/991.2721 (toll-free)
advisor@milestonesfp.com
http://milestonesfp.com
� Milestones Financial Planning, LLC
All rights reserved
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