The last month has been a sad one at Milestones as we've lost two very dear clients, both World War II veterans. Fortunately, they had their affairs in order, which makes it much easier for those left behind.
So in this month's video, I share some a quick checklist to help you plan ahead.
According to FINRA, there are at least 95 different professional designations for financial advisers-nearly double the 2005 number. Is that license on the wall earned with sweat equity - or just a nice picture?
My four sisters and I had a wonderful reunion in July at a cozy little B&B in Pasadena called The Arroyo Vista Inn. Our favorite dish was this pesto-laced egg casserole. It's beautiful as well as scrumptious - probably the best brunch dish I have ever eaten.
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...
Later this month, I get to check an item off my bucket list as I travel with my boys and their wives on a dream trip to Hawaii. As a Financial Life Planner, my job is to help clients use their money to fulfill dreams and live without financial fear. I decided it was time to take a dose of my own medicine and use up some of those airline miles I've been hoarding!
So if you'd like to learn how financial life planning can help you quit worrying about money and live the life you were meant to live, call or email us to schedule an appointment today!
Mahalo Nui Loa,
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 herresume'from the Milestones Financial Planning website.
