2012-9-28 Update Header  

March 2013 | Vol 4, Issue 3 

 

 
Click the image to view our video!
Click the image to view our video!

 

 

Greetings!

One of my all-time favorite maxims is: "Perception is reality." Does your perception of RISK distort the reality of how you should invest for retirement? The wrong decisions could make a critical difference when you are ready to stop working. Find out why in this month's video.
melted snowball
Dave Ramsey popularized the "debt snowball". But there is more to a plan than debt reduction. You must protect and grow your assets for a secure future - what comes next?
secrets Recommended Resources:
Since starting BKS, I've found that Western Kentucky is a little known foodie paradise. Suggestions keep pouring in, such as the tip a Paducah client recently gave us. Also - try out my all-time favorite app!
(Almost) Famous Recipe of the Month: Almond Blossoms cookies
On a business trip to Albuquerque  a few years back, the adorable Sandhill Crane B&B in Corrales was home for three days. As I was checking in, the mouth-watering smell of these cookies floated up to greet me...
In This Issue
Tip of the Month
Recommended Resources
Recipe of the Month
Quick Links
  
 NAPFA  

 

 

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...
Blarney StoneCONTEST question: What is the young man in the picture at the right doing? Hint: the month of March.
  
The first person to email the correct answer to us wins a copy of the only book we recommend for stock market success, Simple Wealth, Inevitable Wealth by Nick Murray. Michelle will share the correct answer (and winner) in her mid-month e-newsletter.
 
Warmly,
johanna sig 
Johanna Fox Turner has worked in the financial services industry as a CPA and now as a CFP™for over 30 years. She owns two businesses, Fox & Company, CPA, Inc. and Milestones Financial Planning, LLC. You can learn more by downloading her resume'.
Contact Information
  
Milestones Financial Planning, LLC
P: 270.247.0555 | F: 270.247.2080 | 800.991.2721
  
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