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.
Understanding Homeowner’s Insurance
Purchasing homeowners insurance is critical for protecting your home.
Tax Rules When Selling Your Home
The tax rules governing profits you realize from the sale of your home have changed in recent years.
Exit Strategies of the Rich and Famous
Estate conservation is too important to put off. Do you have a smart exit strategy?
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
This worksheet can help you estimate the costs of a four-year college program.
Tips to avoid checking in luggage on your next vacation.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Knowing how insurance deductibles work can help you save money and give you peace of mind.
When your child has income, there’s a good chance that he or she will need to report it and pay taxes.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
Estimate the total cost in today's dollars of various mortgage alternatives.
Enter various payment options and determine how long it may take to pay off a credit card.
Use this calculator to estimate your capital gains tax.
There are a number of ways to withdraw money from a qualified retirement plan.
There are some smart strategies that may help you pursue your investment objectives
What if instead of buying that vacation home, you invested the money?
Would you guess that Millennials are effectively saving for retirement? Well, they are.
What is your plan for health care during retirement?
The seas of the market are constantly shifting. Whether the good ship IPO can set sail may depend heavily on the tides.
Even low inflation rates can pose a threat to investment returns.
When do you need a will? The answer is easy: Right Now.