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July 2013 | Vol 4, Issue 7
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Greetings!
What a difference a year makes! Last year, Independence Day brought a record high temp of 101 in Mayfield. In fact the Bobfather (organic gardener that he is) reminded me that by this time last year, we had already had a week of 100+ temperatures. But there's another benchmark I think more important: one year ago the S&P 500 was 1365.51. As of July 1, it had risen over 18% to close at 1614.96. It's been a very good year indeed!
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In last month's tip, I took a stab at explaining how annuities work. So if you no longer feel warm and cozy toward your annuity, do you have options? Use an IRS Section 1035 exchange to pull yourself out of the quicksand.
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 Recommended Resources:
Find out about an interactive art gallery offering unusual and affordable gifts and sign up for a tasty-sounding website that has nothing to do with food.
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(Almost) Famous Recipe of the Month:
July begs for cold and sweet treats so tasty that you literally count the seconds between ice cream headache and the next bite. This easy pie will go down in history as the taste-gasm of your July 4th neighborhood block party.
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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! |
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| In Closing... |
Our offices will be closed Thursday in honor of our nation's 237th birthday. If you need me on Friday, I'll be at my desk in shorts and a t-shirt, but feel free to stop by!
As we wave our flags and celebrate with ice cream, fireworks, and parades, let us never forget that our freedom was bought at a high price. We are the land of the free because of the brave - may God forever bless America!
Hugs,
Johanna
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.
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| Contact Information | |
Milestones Financial Planning, LLC
P: 270.247.0555 | F: 270.247.2080 | 800.991.2721
� All rights reserved by Milestones Financial Planning, LLC |
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