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.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
The Half Million Dollar Baby
The true cost of raising a child may be far more than you expect.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
Successful sector investing is dependent upon an accurate analysis about when to rotate in and out.
Here's a look at several birthdays and “half-birthdays” that have implications regarding your retirement income.
You’re hit by an uninsured driver. Now what? Are you protected against financial losses?
It's important to understand how inflation is reported and how it can affect investments.
Learn when it may not make sense to file a claim on your home insurance.
Second marriages are a trigger event to revisit any existing estate strategies.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator helps estimate your federal estate tax liability.
Estimate the maximum contribution amount for a Self-Employed 401(k), SIMPLE IRA, or SEP.
Determine if you are eligible to contribute to a traditional or Roth IRA.
Estimate how much you have the potential to earn during your working years.
This calculator estimates your chances of becoming disabled and your potential need for disability insurance.
There are some key concepts to understand when investing for retirement
Using smart management to get more of what you want and free up assets to invest.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
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.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
Learn how to harness the power of compound interest for your investments.
Can successful investors predict changes in the markets? Some can but others miss the market’s signals.
There are hundreds of ETFs available. Should you invest in them?
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Selecting a mortgage isn't an easy process. Get a better understanding of how professionals make the right decisions.