Maximizing Your Social Security Benefits Seminar Preparing for Challenges in Retirement - Seminar - May 29th Your Financial GPS What Stage of Life Are You In?

Welcome to an Entirely Different Financial Experience:

Deborah Peterson

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 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.

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Helpful Content

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Social Security: By the Numbers

Social Security: By the Numbers

Here are five facts about Social Security that might surprise you.

 

Traditional vs. Roth IRA

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Split Annuity Strategy

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Tax Management Strategies

Learn more about taxes, tax-favored investing, and tax strategies.

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

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Women and Retirement

Women are great at multi-tasking. But many drop the ball when preparing for retirement.

The Cost of Procrastination

Procrastination can be costly. When you get a late start, it may be difficult to make up for lost time.

Estate Management 101

A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate.

Making Your Tax Bracket Work

Have you explored all of your choices when it comes to managing your taxable income?

Do You Feel Lucky?

Recent changes in estate tax laws could affect the strategy you have in place.

Rightsizing for Retirement

What does your home really cost?

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