This is your monthly Fiscal Fitness workout 
Click image to watch video_
Greetings!
Just because practice makes perfect sense to me doesn't mean it does to the rest of the investing world. Such is the case with rebalancing. Find out the why and how of this important step then watch my video to learn how it fits into your simple plan for investing success.
Fiscal Fitness Tip - Why you should rebalance
Do you invest with a plan in mind - or do you scatter a little money  all over the place, hoping something will take root and grow? Planning and discipline can boost your long-term results - as long as you follow the right plan. Regular rebalancing allows you to prepare for a bigger harvest than you'll get by blowin' in the wind. Learn how to do it. 
(Almost) Famous Recipes
3-Step Spanish Rice
The Bobfather loves Spanish Rice, but my old recipe involved so much chopping, I tended to avoid it. This simpler version is bursting with flavor - thanks to a secret ingredient. Try it the next time you make my Crockpot Carnitas or Chicken Fajita Nachos. Get recipe
Fraud Alert: 
The Case of the Scheming Salesman

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
If you've been a long time reader, you know I love the snow. January we enjoyed above average temperatures and then were surprised with several inches of snow! This picture is of Robyn's front yard during the storm.

Are you as fiscally fit as you could be? No matter where you live, we're just a phone call or click of a mouse away. Get a second opinion from caring, experienced advisors by 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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