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.
Does Your Credit Score Affect Your Insurance Rates?
Your credit score may influence how much you pay for auto and home insurance.
A Look at Diversification
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Estate Management Checklist
Is your estate in order? This short quiz may help you assess your overall strategy.
An inside look at how marginal income tax brackets work.
Understanding some basic concepts may help you assess whether zero-coupon bonds have a place in your portfolio.
At what point can you call a personal vehicle commercial?
Whatever your relationship with your car, it may eventually come time for a new one. Familiarize yourself with your options.
Probate can be a completely public process, or it can be managed to include as little information as possible.
There are things about Social Security that might surprise you.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator can help you estimate how much you may need to save for retirement.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.
There are some smart strategies that may help you pursue your investment objectives
There are a number of ways to withdraw money from a qualified retirement plan.
Learn more about taxes, tax-favored investing, and tax strategies.
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.
There are some key concepts to understand when investing for retirement
It’s never a bad time to speak with your financial advisor about changes in your situation.
We all know the stock market can be unpredictable. We all want to know, “What’s next for the financial markets?”
Here is a quick history of the Federal Reserve and an overview of what it does.
In life it often happens that the answers to our most pressing questions are right in our own backyards.
Pundits say a lot of things about the markets. Let's see if you can keep up.
You’ve made investments your whole life. Work with us to help make the most of them.