2012-9-28 Update Header  

April 2013 | Vol 4, Issue 4 

 
Click image above to view video
Click image above to view video
  
Greetings!

   How did you feel during the "mother of all bear markets" that ended in 2009? Even more important - what did you do about it?
   Since 1946, we've had 13 bear markets, or about once every five years. (If that doesn't get your attention, it should.) In this month's Fiscal Fitness video, I've got some surprising facts that will help you be prepared for the inevitable next bear market. And if you want to know how we help protect our clients in bear markets, call for a free appointment!
asset protection
Tip of the Month: 
How to keep what's YOURS 
 
Prenups, estate planning, buy-sell agreements - what should you know? You'll get the goods in our final installment on asset protection.
secretsRecommended Resources:
  
For some reason, we seem to focus on food a lot in this column - and this month is no different. We've also got an app for your smartphone to help you work off those calories so you can eat even more!
(Almost) Famous Recipe of the Month: Crunchy Salad Broccoli-Cauliflowerand a bonus!  
 
When the trees begin to bud and the weather turns mild, my thoughts naturally turn to veggies, even though fresh local veggies are still a few months away. Fortunately, you can enjoy treats from the cabbage family all year 'round with this salad + bonus recipe!
In This Issue
Tip of the Month
Recommended Resources
Recipe of the Month
Quick Links
  
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Do you have a plan to maintain your standard of living in retirement and put your kids through college?

 

For a no cost, no obligation second opinion,  email or call us at (270) 247-0555.

 

It could make all the difference in your future!
In Closing...
Apparently, our Easter video was a hit with our viewers. Several of you told us the "eggs in the basket" really hit home. Thanks so very much for all of the feedback (which we love) and if you haven't had a chance to see it yet, here it is!

On the CPA side, we're "deep in the heart of taxes" with less than two weeks to go before closing out another tax season. As most of you know, our long-held tradition is to close at noon on April 15 to play golf then go out to eat together, where the topic usually winds around to what great clients we have. It's no secret - we really love our clients!

Hugs,
johanna sig 
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.
Contact Information
  
Milestones Financial Planning, LLC
P: 270.247.0555 | F: 270.247.2080 | 800.991.2721
  
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