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September 2011 | Vol 2, Issue 8
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!
|  Have you been on the fence about setting up a Facebook account? Here's the nudge you've been waiting for: our new Facebook page is online! We'll use Facebook to post ongoing financial planning tips, money news to give you an edge, and comments "between the issues" each month. Best of all, you can qualify for Really Cool Prizes in our Really Fun Contests. Only friends can win, though, and the only way we know friends from pretenders is if you LIKE us. Please take 30 seconds and click on the Facebook link above and let us know you "like" us! |
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Fund Finds of the Month: Down But Not Out
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Did you have a collection of Super Balls
in the 1960s? I remember them in my Christmas stocking and they are still made by Wham-O. (Trivia: The Super Bowl was named after the Super Ball - look it up.)
If you're old enough to remember them, you would probably agree with me that the market bounced around like a Super Ball in August. While this left a lot of folks chugging the Pepto Bismol, you could say that it also presented some buying opportunities. If you're wanting to put some money into the market, here are a few funds I've had my eyes on...
read more...
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Join our Mailing List!
Do you have a friend or family member who could benefit from the advice of a Fee-Only advisor? We have clients throughout the USA! Have them email or call us at 270/247.0555 for a "no-strings attached" review (by phone or in person - it's up to you). |
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Tip of the Month: Should You Recharacterize Your Roth Conversion?
|  Roth IRAs may be one of the last great frontiers of tax-free income, and, considering the financial shortfalls our country is experiencing, their days are probably numbered. As a raving Roth proponent, I believe that everyone should consider whether they are appropriate for their retirement savings because they can play such an important part in portfolios. But what if you want to back out of that Roth conversion? All is not lost...
read more... Top of page |
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(Almost) Famous Recipes of the Month: Vegging Out
|  You can't beat autumn weather in Kentucky! Even though it's still too early for sweaters, when cool mornings start rolling around, I try to speed up the clock by cooking my favorite cold-weather foods. Our twist this month is vegetarian that actually tastes good! Of course, you can always sneak in some animal protein, but we bet you'll like these dishes in all their meat-less glory! I adapted Vegetarian Black Bean Soup from...somewhere, can't remember. But the BobFather, a huge carnivore, loves it without the meat.
 Next is the tinkerer's version of Veggie Spaghetti. Years ago, my mom and sister Stacie turned the kitchen into a lab to develop the perfect low-cal spaghetti. They came up with this wonderful
Vegetarian Spaghetti that we (almost) couldn't stop eating. I remember it as my first positive experience with vegetarian food. If you can take the heat, chili pepper flakes are the perfect accent.
Read more... Top of page
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Part I of our new campaign, "Are you FISCALLY fit?", is in place. That's right, we're in your face on  our Highway 45 billboard (one friend told us that he almost drove off the road looking at it. Is that a compliment or should we be afraid?) Watch for our new website, coming in about a week!
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!
Would you believe I've never had a client who wished they had saved LESS for retirement. Will your savings last 30 years of retirement? That's the life expectancy that most of us should plan for as the first wave of baby-boomers turns 65 in 2011. While we often think of retirement as life with lots of free time to do the things we've always dreamed of . If you need help in applying tough love to your spending habits, Milestones is the place for you! The most important thing we can do is to help clients prepare for the lives they dream of - beginning tomorrow. You're never too young - or too old - to have a life-changing experience. Call or email us to find out more!
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, Fox & Company, CPA's, 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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