Fiscal Fitness JT 2    logo no background

August 2014 | Vol 5, Issue 8      

 
  
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Pay off debts, fund college, or max out that 401k? Even if you're a frugal sort, financial decisions can still be tricky to prioritize. So this month, we're talking about making choices when saving for retirement.

And my two-minute video, Your Three-Step Investing Plan, will show you how to be a successful investor - you don't miss this one!
Tip of the Month: How to Save for Retirement
Where do you begin when you're ready to save for retirement? Cutting spending is only a start - it's what you do next that determines whether you can afford 30 years of not working. 
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. This month's book will keep you on the edge of your seat, whether or not you know the difference between a T1 line and a binary code.
(Almost) Famous Recipes of the Month: Fresh Southern Peach Cobbler 
I've been on a mission: to find the best peach cobbler recipe ever. After "testing" this dessert from AllRecipes (3 times in as many weeks), I can gladly report "Mission Accomplished".  
In This Issue
Tip of the Month
Virtual Book Club
Recipe of the Month
Quick Links
  NAPFA  

 

 

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.

 
In Closing...
  
This month, we welcome a group of new subscribers from NerdWallet Finance's Ask An Advisor feature. NerdWallet Finance is a great resource for consumers who are seeking professional answers to their financial questions. Financial advisors from across the USA volunteer their time and users vote on the usefulness of responses. In addition to Ask An Advisor, you'll find a helpful comparisons on credit cards, insurance, & more.

New clients in Oregon - what better excuse for a trip to Portland? The Bobfather and I will be visiting Blossom Vinegars for its 10th anniversary party (I plan on tucking away lots of my favorite Habanero Vinegar in my suitcase!) Connie will be putting me to work at the Farmer's Market on Saturday...sure hope my number skills aren't too rusty. 

Hugs and Cheers,
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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