Welcome to an Entirely Different Financial Experience:
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!
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 ability 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.
Do You Feel Lucky?
Recent changes in estate tax laws could affect the strategy you have in place.
Certain Uncertainties in Retirement
The uncertainties we face in retirement can erode our sense of confidence.
Best Performing Asset Classes
Bonds may outperform stocks one year only to have stocks rebound the next.
The wise use of credit is a critical skill. These 10 questions will help you assess your skill level.
Estate tax exemptions rules appear to be stabilizing, prompting many to reconsider conventional estate strategies.
There are unique risks of owning a second home and obtaining the proper coverage may protect you from financial risk.
Universal life insurance is permanent insurance with a flexible premium. Here's how it works.
Longer, healthier living can put greater stress on retirement assets; the bucket approach may be one answer.
If you have a traditional IRA, you may have the opportunity to extend its tax-deferred status across multiple generations.
Determine your potential long-term care needs and how long your current assets might last.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator demonstrates the power of compound interest.
Estimate the total cost in today's dollars of various mortgage alternatives.
Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.
Use this calculator to assess the potential benefits of a home mortgage deduction.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
Investment tools and strategies that can enable you to pursue your retirement goals.
There are a number of ways to withdraw money from a qualified retirement plan.
The importance of life insurance, how it works, and how much coverage you need.
The chances of needing long-term care, its cost, and strategies for covering that cost.
Learn how to harness the power of compound interest for your investments.
A special needs trust helps care for a special needs child when you’re gone.
If you died, what would happen to your email archives, social profiles and online accounts?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invest instead?
$1 million in a diversified portfolio could help finance part of your retirement.