2012-9-28 Update Header  

January 2014 | Vol 5, Issue 1  

 

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Greetings!

Did you make a promise to save more, spend less, or just improve your general fiscal fitness in 2014? If you did, then you won't want to miss this month's financial planning resolutions (below). And you can get started by watching this month's video about a surprising secret to help you stop splurging.
Tip of the Month: 
I dug deep this month to compile a list of tips that go beyond the tired old advice to brown-bag it to retire rich. Resolve to turn your  cash flops into cash flow  and get out of debt in 2014! 
Reading good books can boost your brain power, and we all want to be smarter, don't we? We're using this section to share a new nonfiction read each month, not necessarily financial, but all interesting. This month's book is Pound Foolish...
(Almost) Famous Recipe of the Month: 
A low-carb diet can be especially challenging for mashed potato lovers (I speak from experience). This version of mashed cauliflower doesn't taste like mashed potatoes - it's even better. Just ask the Bobfather!  
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...
As a partner in both a CPA firm and a financial planning and investment firm, I understand and advise on every aspect of our clients' finances. It really makes a difference for them because we can coordinate tax planning with budgeting, retirement and estate planning. Would you like to know more about the benefits of having trusted financial advisors who look out for your best interests all year round - not just on April 15? Call or email for a free initial consultation - in person, by phone, or using FaceTime!
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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