2012-9-28 Update Header  

April 2014 | Vol 5, Issue 4   

 
  
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Greetings!

Yes, I've made my share of bone-headed money messes, but I believe I did a pretty good job with my kids (as the Bobfather says, "The proof is in the pudding.") Check out my video to get my 3 top tips - including what I did that helped my boys find The Ideal Daughters(-in-law) for me. (If you have children approaching marriageable age, you won't want to miss this one!)
Tip of the Month: 
New clients often apologize for making a mess of their money when we first meet. Here's a secret - I've probably made enough mistakes for both of us. Here are a few goofs I've learned from. I hope you will, too! 
Reading can boost your brain power, and we all want to be smarter, don't we? We're using this section to share a fascinating nonfiction read each month, not necessarily financial. In this month's book, The Everything Store, you'll find out how Jeff Bezos made Amazon happen - and what else he's cooking up.
(Almost) Famous Recipes of the Month: 
This quick-and-easy combo made the Bobfather a happy man for two straight dinners. During tax season, that's worth its weight in spatulas, but I gladly settled for help with the dishes. 
In This Issue
Tip of the Month
Recommended Resources
Recipe of the Month
Quick Links
  NAPFA  

 

 

Are your finances in perfect shape? If you don't know, then what are you waiting for? Every day you delay could be costing you money! 

 

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...
  
What would it mean to you to have clarity about your money? If you knew how today's spending choices would affect tomorrow's bank balances and retirement accounts, couldn't you make wiser, more informed decisions?
At Milestones, we act as our clients' financial co-pilots because we believe a financial planner should be a guide for the whole trip instead of a mapmaker. Call or email for   a free initial consultation - in person, by phone, or FaceTime or Skype! 

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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