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April 2012 | Vol 3, Issue 4 
Serving up financial planning and investment advice with a dash of fun!
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Make this YOUR year for Fiscal Fitness!
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Greetings!
|  I love April Fools' Day. It's just kind of fun to be compelled to make up silly tricks to play on other people who then pretend to be surprised.
Michelle and I thought a good April Fool's joke would be to send out our newsletter after April Fool's Day - because my desk looks like this >>>>>>>>>
Yes, that might be your income tax return in the pile...or is it under the desk...or in my shredder pile? APRIL FOOLS!!! It's just a stock photo!!! Or there a stranger sitting at James Koinis' desk?
Maybe that was a poor excuse for an excuse but wasn't it lots more fun than an apology for not being ready yesterday (or the same old TAX SEASON excuse)? A little innocent pretending can be good for the soul, don't-cha' think? |
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Fund Find(s) of the Month: The Non-Review
|  Regular readers look to this section for a monthly suggestion of one or more funds that I believe are worth a look the next time you mosey down the shopping aisle. With a tip of the hat to April Fools' Day, let's focus on how the market could be on the verge of making a mockery of your portfolio. I'm only the messenger but this warning comes from minds a lot deeper than mine. With things heating up, do you need to be on the lookout for thin ice?
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~~~~~~ Are you tired of paying commissions? Would you like investment advice that is totally independent? Email or call us at 270/247.0555 and set up a "no-strings attached" review. By phone or in person - it's up to you! ~~~~~~
Join our Mailing List!
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Tip of the Month: How Does Your [401k] Garden Grow?
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Think of your 401k as your garden. How well do you tend it? Do you know what makes it thrive, when you need to pluck out weeds, and when to put away the pruning shears? Do you check your garden periodically to make sure the varmints are staying out of your tomatoes and rosebushes? Or is it a tangled mess? Use our five tips to harvest more green at retirement!
read more...
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(Almost) Famous Recipes of the Month: Decadent Bribery
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 | | oreo cheesecake bars |
Yes, I know that most of you readers out there in the land of of the normal are thinking spring break, mowing yards, flower planting, can-I-fit-into-my-bathing-suit, strolling in the spring sun weather. In the meantime, my closet sits full of winter clothes that will be moved on April 18 (tax season lasts extra long this year) and our flower beds are filled with weeds that I'm convinced look rather...artistic.
We've got two things on our minds around here: filing tax returns on time and watching UK stomp Kansas in the championship game tonight. Maybe not in that order. And eating - don't forget the goodies. Tax season is when I make sure to find time to bring really good snacks to the office. I have this nightmare every April 1 that everyone has walked off the job. Then I wake up and make a batch of these babies knowing they will help keep the natives at their desks for at least a couple more weeks.
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Recommended Resources
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"Recommended Resources" is our place for monthly links to a variety of information that we use ourselves. Look for website suggestions, books, articles, and more to enhance your experiences with Finance, Food, Fun! If you have questions you'd like us to take a stab at answering, email me or post them on Facebook and we'll reply in this column.
Your April Recommended Resources:
We're focusing on radio/music/listening apps this month, so if you're not an iPhone, Android, or iPad owner, save yourself some time and read one of the other articles. I'm a big talk radio junkie, beginning with Bill Bennett each morning at 5am. Here are some of my fav's:
- TuneIn Radio - this free app, available for Apple and Android, lets you both pause and record. You can search music, talk radio, and all in-between. This is my most-used app.
- Pandora- this service, based upon the Musical Genome Project, lets you set up your free Internet account and listen by computer or phone. Create a personalized station, searching by artist, song, genre or composer.
- SoundHound - do you ever try to sing along with the lyrics of a song and can't quite get it? This amazing little app "listens" to the song and pops up the title, author, lyrics and just about anything else you'd like to know - then links to iTunes to download. A-maz-ing.
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All eyes are solemnly watching the court. (Not the Supreme Court, silly - the basketball court!) That is all except for Paul Bell, our CPA firm VP, who is solemnly counting his winnings. Louisville Cardinal fan Paul got the ultimate revenge when Kansas beat Ohio State Saturday night because that meant he automatically won the basketball pool. Better luck next year to the rest of us!
OK, I promised talkies this month. Click on the picture and you'll be
 | | Click above to see our videos |
pulled into another world...a
talking world...starring a soft-boiled southern-speaking financial planner and her trusty sidekick, Michelle Neiswender.
Michelle... from southern California, who everybody assumes can speak Spanish but who stares blankly when our Hispanics attempt to chat with her, not understanding a word...because she has a secret, a secret that she keeps deeply, forever buried (well, not really).
And that secret is that she's really part Filipino, not Mexican.
And now you know.
To be continued (after a few acting lessons)...
Hugs, and GO BIG BLUE!!! 
Johanna Fox Turner has worked in the financial services industry as a CPA for over 30 years and owns two businesses, Fox & Company, 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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