This is your monthly Fiscal Fitness workout 
Click image to watch video!
Click image to watch video!
Greetings!
Gray Divorce: it's a recent trend, it's expensive, and it can totally upend your carefully-planned retirement. If you can't avoid it, at least you can take steps to minimize the damage. Watch my video to learn how to plan if you or a loved one are considering a "Boomer Breakup".
Fiscal Fitness Tip - Mind if I move in?
Don_t want to become a financial burden to your family_ Here are 5 questions to help determine where you stand.The top financial concern of high net worth people is becoming a burden to their kids, edging out living on life support by 8%. If this is a concern for the rich, how much more so is it for the middle class? Read more and be prepared.
(Almost) Famous Recipes
Click here to get this month_s _Almost_ Famous recipe for some awesome nachos Chicken Fajita Nachos
These have what I call "place-mat appeal": colorful, good for you, and totally tasty. Keep these ingredients on hand and you'll have dinner on the table after work in less than an hour. Get recipe
Fraud Alert: The Case of the Borrowing Broker
Every day, we read stories of fraud and elder abuse in our industry.
You may be surprised at the lengths some financial "advisers" will go to take advantage of folks just like you. Each month, I'll share a true story to help you avoid putting your trust in the wrong person. Read more
In closing
Fox and Company recently celebrated our 20-year anniversary and I celebrated 35 years as a CPA. James Koinis, VP at F&C, Laura Clifford, senior CPA, along with Beau Turner, security detail, appeared at the Mayfield City Council's December meeting to be named Business of the Month by Mayor Teresa Cantrell. (After hitting 35 years, I plan to count backwards.)

Did you resolve to get fiscally fit in 2016? No matter where you live, we're as close as your phone or WiFi. Get a second opinion from caring, experienced advisors by simply emailing, calling 270-247-0555, or clicking 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.

 

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