This is your monthly Fiscal Fitness workout 
Click image to view video
Spam is not just an email from Nigeria notifying you of a rich long-lost relative. It's also something mysterious. Kind of like Vienna sausages (which the Bobfather adores). It may do in a pinch, but should you stock your whole pantry with it? And what does this have to do with your retirement, anyway? A lot. Read this month's tip then watch my video to find out.
Fiscal Fitness Tip - A Target-Date Fund is not a Plan
Johanna's blog post explains how target date funds are like Spam
Can you really set it and forget it?
Over half of 401k accounts are in TDF's (Target-Date Funds). Is it really that easy or are Target-Date Funds the "Spam" of the investment world?
Read more
(Almost) Famous Recipes
Spring Special Click the image to go to this month's recipe!
Spring has sprung and we're in tax season's home stretch. That means I'm into quick & easy, without sacrificing taste. This Szechuan Shrimp will garner praises for piquancy plus you'll love the twist that fresh spring asparagus gets with a splash of some secret seasonings. Get recipes
Nerd to the Rescue
Financial problem of the month
Have a money question? We Nerds at NerdWallet have your answer! This month's Q&A is about borrowing: "I have excellent credit but dislike the idea of having any debt...Should I pay cash for a house or draw $80,000 from my IRA?" Read more
In closing
  • Michelle just passed her CFP� exam on the 1st try.
  • Kentucky is 2 games away from a perfect season.  Michelle, proudly displaying her test results from the Certified Financial Planner Board exam! She passed!!!

Which matters more? Well, at 907 Paris Road, I must tip the ball toward my partner. She has worked, studied, mommied, wifed, and remained involved with her charities, all with a smile on her face and very little sleep. I think she's pretty special.  

 

(Go Cats!!!) 

 

Sincerely,
Johanna Fox Turner, a fee-only Registered Financial Planner, also a CFP and CPA!
Johanna Fox Turner, CPA, CFP, RLP

Founder and Partner

Milestones Financial Planning, LLC &

Fox & Company, CPAs, Inc.