Milestones Financial Planning logo; a fee-only financial planning and investment management firm.

Milestones Financial Planning, LLC

907 Paris Road, Suite B

Mayfield, KY 42066

270-247-0555

www.milestonesfp.com 
This is your monthly Fiscal Fitness workout 

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Johanna Fox Turner's video for Three Tips for Investment Planning
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Is your mood slumping along with interest rates? In my blog post below, I've got a fresh perspective on what you should be doing with your savings. And you'll find 3 tips for growing long-term wealth in my video (and since my top makes me look like I just swallowed a turkey, try to follow what I'm saying, not how I look!)
Fiscal Fitness Tip
Picture of Johanna Fox Turner squinting at 11 cents in coins When NOT to obsess about low interest rates
It's almost humorous to look at my bank statement and see 11 cents of interest at the end of the month. Should you laugh or cry? Maybe neither. This month, I tell you what you should really focus on so that you can make "cents" of it all!
(Almost) Famous Recipes
Image of a loaf of fresh pumpkin bread with slices on a plate and by a pumpkin Best Ever Pumpkin Bread   
November is the month I get my pumpkin on. While it's usually  Pumpkin Pie, when I came across this unusual method for making Pumpkin Bread from America's Test Kitchens, I knew it was a winner.
Nerd to the Rescue
Image of Johanna Fox Turner with a hammer about to break a piggy bank
Financial problem of the month
Have a money question? We Nerds at NerdWallet have your answer! This month's Q&A is about a lump-sum pension offer:
"A former employer...is offering me a lump-sum. By taking this lump sum how will it affect me tax wise? If I roll it over..." Read more
In closing
Like the new look? Michelle went off to a ConstantContact seminar, came home, and moved everything around, pushy girl (should I tell her I actually like it?) On another topic, USA Today quoted yours truly throughout the October 27 article, "What credit score do I need to refinance?"

We all wish you safe travels and a blessed, family-friend-and-food-filled Thanksgiving.

Gratefully,
Johanna's signature
Johanna Fox Turner, CPA, CFP�, RLP�

Founder and Partner

Milestones Financial Planning, LLC & Fox & Company CPA, Inc.
Business hours: Monday - Friday from 8AM to 5PM. Evenings or Saturdays by appointment only.