2012-9-28 Update Header  

June 2013 | Vol 4, Issue 6  

 

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Greetings!

What do you like about summer? It's the topic of this month's (Almost) Famous Recipe; otherwise, I could slip into winter. If you are itching to learn more, you're in luck. I've finally updated my online bio, in which you learn about VIPs, dinner out, and who calls me Nana!
Secrets, Lies, and Money: 
Do You Need an Annuity? 
If I gave you an open-book test and the whole internet as complication as a guide, could you explain annuities? Probably not: annuities make calculating ROI & EPS look like a cakewalk. So why are they uber-popular?
secretsRecommended Resources:
Learn how well-attired MSU students give back to their community. Then, you'll find our favorite numbers site so captivating you may be tempted to share it on Facebook (CPA certificate not required).
(Almost) Famous Recipe of the Month: 
Fresh-picked summer veggies 
Salsa Fresca
The Bobfather has decided to try out organic gardening. This year we have Okra a monstrous experiment going on which may lead to a market in  2014. Here a
re a couple of recipes that I will be making with the results. (Think you don't like okra? Try mine and decide!) Healthy family bonus - both recipes are vegetarian & fat free!
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...
The male voice you may be hearing when you call Milestones is Dillion Tarrants. Dillion is an MSU finance major who is training under Michelle and doing an amazing job. Find out more about Dillion in this short video. And if you're wondering about Miss Billie Jo, she is starting college this fall and working next door at Fox & Co!
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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