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Milestones Financial Planning, LLC
907 Paris Road, Suite B
Mayfield, KY 42066
270-247-0555
www.milestonesfp.com
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Fiscal Fitness Tips to Bring You Money Clarity!
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Life moves quickly as we approach year end. Thanksgiving, National Shopaholic Weekend, Christmas, New Year's Day and then, you guessed it, Tax Season! This month's Fiscal Fitness tip is packed with timely tax planning ideas and my video has some tax blunders for you to avoid.
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Fiscal Fitness Tip
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Taxes: Do this not that
Ahhh, Tax Season! What a perfect way to extend the season of giving! But we don't want to get carried away, do we? December's tip closes out the year with ideas to save taxes. Trust me: Uncle Sam doesn't need anything extra this year. Read article here.
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Meyer Lemon Pie
I made this pie for Thanksgiving and two people independently told me it was The Best Pie they ever had. I could hardly wait to share it with you, along with a tip for having the great taste of Meyer Lemons year-round! Get recipe here.
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Have a money question? The Nerds at NerdWallet have a sworn duty to respect and protect [your money] and we take our responsibility seriously! This month's Q&A is about when to wait on a 401k rollover: "I want to avoid paying extra taxes and this is my plan:..." Read more
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Lightning strikes again - USA Today quoted me again, this time about budgeting for medical costs. You can see what I had to say here. David Zoeller at the Paducah Sun then called to interview me about my interview - should be an interesting article! Wondering if you need to make some year-end investing and tax decisions? There are still a few days left! Call or email to inquire about scheduling your free initial consultation! Merry Christmas and a Blessed New Year to all, Johanna Fox Turner, CPA, CFP�, RLP�Founder and Partner
Milestones Financial Planning, LLC & Fox & Company CPA, Inc.
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Business hours: Monday - Friday from 8AM to 5PM. Evenings or Saturdays by appointment only.
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