Maximizing Your Social Security Benefits Seminar What Stage of Life Are You In? Your Financial GPS Social Security: By the Numbers

Welcome to an Entirely Different Financial Experience:

Deborah Peterson
PRESIDENT

At Money Counts, we offer you access to personal cash flow management strategies which are intended

to help you enjoy the money you have now - as well as to provide savings for retirement.

In our individual consulting sessions with you, we want you to understand how you could be able to unleash your money’s hidden potential – and obtain more of what you want - with the money you already have!

Money Counts...
Personal Cash Flow Planning for a Fluid World...

At Money Counts, we believe that cash flow can be more important than money in the bank. What is important is discovering how you can use that money to generate the cash you need. We want to assist you with your a

bility to improve your life style and build for your future. At Money Counts, we want you to feel it can be simple and fun to take charge of your cash flow. We will help you develop a cash flow strategy that allows flexibility for your money to be available when you need it -this year, 5, 10, or 20 years from now.

Success is not about the money you have in the bank – it is about enabling you to live the life you want - now and in the future.

Are You Ready to Start Now?

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What Is My Current Cash Flow?

Assess whether you are running “in the black” or “in the red” each month.

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Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.

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With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.

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Estimate how much of your Social Security benefit may be considered taxable.

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Retirement Plan Distributions

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The chances of needing long-term care, its cost, and strategies for covering that cost.

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Using smart management to get more of what you want and free up assets to invest.

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How federal estate taxes work, plus estate management documents and tactics.

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Investment tools and strategies that can enable you to pursue your retirement goals.

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Choosing a Mortgage

Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.

Where Is the Market Headed?

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