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July 2014 | Vol 5, Issue 7
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 | | Click image to view video |
shhh...I've got a great investment idea for you. It can return over 22%. But even 10% would be a pretty good deal, don't you agree? In fact, you don't have to be quiet about it - I hope you'll watch and share my video. After all, you may not qualify for my idea, but you may have friends or family who will. What is it? You'll have to watch...
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Tip of the Month:
Last month, we shared 10 tips to help you be prepared to retire. But you may be surprised at what you can do to make the biggest difference in what you have banked when you retire!
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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. In the spirit of the founding of our great country, this month's choice was easy: Pulitzer Prize winner "Washington's Crossing".
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 (Almost) Famous Recipes of the Month:
Got squash? Funny name, but a delicious, healthy, and low-carb dish! Most of us do this time of year - just call me if you don't. Calabacitas is a simple summertime dish, full of garden bounty at its freshest!
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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... |
If it's summer, it must be time for a ROAD TRIP! So that's what Michelle, Thom, and daughter, Sara, are planning in a couple of weeks. From Kentucky to Utah to California (her "roots") and back again - look for Michelle's updates and travel pictures on our Facebook page. And our nimble Michelle will still be available to serve clients (as internet access allows).
Michelle, Alex, and I wish you a spectacular 4th with plenty of fireworks, family, and freedom fun on the 4th (which just happens to fall on a Friday!) And always remember that no matter where you live in the USA, we're available in person, by phone, or live online!
Hugs and sparklers,
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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