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Milestones Financial Planning, LLC

907 Paris Road, Suite B

Mayfield, KY 42066

270-247-0555

www.milestonesfp.com 

Fiscal Fitness Tips to Bring You Money Clarity!

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Common tax planning mistakes video with Johanna Fox Turner
Click to watch video

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. 
Fiscal Fitness Tip
Picture of the workd TAXES in bold red with scissors cutting through it 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.
(Almost) Famous Recipes
Meyer Lemon Pie A slice of meyer lemon pie with a mint sprig
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.

Nerd to the rescue!
Johanna Fox Turner smashing a pink piggy bank with a hammer 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
In closing
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'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.

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