This is your monthly Fiscal Fitness workout 
Click image to view video
Trivia question: what's the highest penalty the IRS can ding you for? Would you believe 50% per year? That's right and it's pretty common, one you could easily face at some point in your life. Watch this month's video to find out what to do if you make the Big Blunder.
Fiscal Fitness Tip - Year-End Tax Tips
Click here to view Johanna_s article for great year-end tax planning tips_ There's only a couple of months before 2015 is in the rear-view mirror. That means you've still got time to review your finances and make changes. From Obamacare to Roth IRAs, my tips can save you money and aggravation both now and in the future. Read more
(Almost) Famous Recipes
Get Johanna_s yummy pumpkin cookie recipe_ Soft Frosted Pumpkin Cookies
Not into pumpkin pie? These cookies are the perfect finger food to include on your Thanksgiving menu. The maple frosting (two versions) will have you licking your fingers and smacking your lips. Even Santa might be tempted to fill your stocking with extra goodies if he finds a plate waiting for him! Get recipe
Nerd to the Rescue
Financial problem of the month
Have a money question? We Nerds at NerdWallet have your answer! This month, a single mom who works as a R.N. wants to know how to juggle saving for her own retirement while building a college fund for her one year old....Read more
In closing
October was an interesting month. We participated in the Animal 
Shelter's Chili Cookoff and I traveled to NYC to attend Nick Murray's annual conference then was off to Indianapolis for NAPFA's annual conference (that's me on the left with noted Financial Life Planner and speaker Roy Diliberto). In-between, we opened our new branch office in Paducah and Michelle had an emergency appendectomy. Let's see...and I remembered to file our income taxes, thanks to Laura Clifford, CPA at Fox & Co, CPAs.

Is your life just as hectic? No matter where you live, you have access to quality financial planning from caring, experienced advisors. Simply email, call 270-247-0555, or click here to schedule your free initial chat.

Hugs to all,

johanna sig
Johanna Fox Turner, CPA, CFP�, RLP�

Founder and Partner

Milestones Financial Planning, LLC &

Fox & Company, CPAs, Inc.

 

Click here to schedule an appointment online!
Business hours: Monday - Friday from 8AM to 5PM. Evenings or Saturdays by appointment only.