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June 2014 | Vol 5, Issue 6
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 | | Click image to view video |
Fill in the blank: when I retire, I will spend most of my money on ___________________. Is it travel? Food? Housing? Or...something else? Learn the answer, along with my tips for spending a little to save a lot in this month's video. Taking these proactive steps could add to what you'll have available to spend on fun, family, and friends - after all, we're talking about the last 1/3 of your life. I hope you'll join me!
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Tip of the Month:
10,000 Baby Boomers are retiring daily and they will have a very different experience from the previous generation. What are the chances you'll be able to retire when and how you want? My tip this month has some great ways to prepare for a secure retirement.
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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. I've read so many great books lately, it was almost impossible to choose. But I finally settled on Wallace: The Underdog Who Conquered a Sport, Saved a Marriage, and Championed Pit Bulls.
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 (Almost) Famous Recipes of the Month:
Want to please a father in your life? This delectable steak adapted from AllRecipes is sure to make the men in your life feel appreciated on their special day. Come to think of it, I didn't have any trouble cleaning my plate, either!
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Let's face it: we've all made money mistakes. It's hard to make good money choices - much less stick to them!. The good news is that it's never too late to get help.
For your free, no obligation initial meeting, email or call us today at (270) 247-0555.
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| In Closing... |
 Summer is almost here and interns are in bloom. We've experienced a growth spurt at Milestones, and are excited to welcome our newest team member, Alex Jolly. Alex is a senior studying finance at MSU, who wanted to intern for a Fee-Only firm. He's the friendly guy (some would say jolly but that would be corny) who will answer your call or greet you at the door. Come by and say hello!
In other activities around the office, we've been busy with a remake of that perennial classic, Our 6 Core Investment Principles. If you enjoy inspiring true stories with surprise endings, you do not want to miss this video. Yes, dear readers, there is hope for your financial future! After you watch, just call or email for your free initial consultation. No matter where you live in the USA, we're available in person, by phone, or live online!
Hugs,
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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