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.
Social Security: The \$64,000 Question
One of the most common questions people ask about Social Security is when they should start taking benefits.
When Special Care Is Needed: The Special Needs Trust
A special needs trust helps care for a special needs child when you’re gone.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Workers 50+ may make contributions to their qualified retirement plans above the limits imposed on younger workers.
A few strategies that may help you prepare for the cost of higher education.
When you’re married and have children, insurance needs will be different.
What kind of auto insurance should you have? Do you know?
When selecting a mortgage, one of the most critical choices is between a fixed or variable interest-rate mortgage.
Here’s a list of 10 questions to ask that may help you better understand the costs and benefits of long-term-care insurance.
Use this calculator to compare the future value of investments with different tax consequences.
Assess whether you are running “in the black” or “in the red” each month.
This calculator demonstrates the power of compound interest.
Estimate how long your retirement savings may last using various monthly cash flow rates.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Use this calculator to estimate your capital gains tax.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
There are some key concepts to understand when investing for retirement
How federal estate taxes work, plus estate management documents and tactics.
The chances of needing long-term care, its cost, and strategies for covering that cost.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
What is your plan for health care during retirement?
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
Agent Jane Bond is on the case, cracking the code on bonds.
Do you have causes that you want to support with donations? Here are three tips.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Would you guess that Millennials are effectively saving for retirement? Well, they are.