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.
It Was the Best of Times, It Was the Worst of Times
All about how missing the best market days (or the worst!) might affect your portfolio.
Keep Your Umbrella Handy
Umbrella liability can be a fairly inexpensive way to help shelter current assets and future income from the unexpected.
Do Your Kids Know The Value of a Silver Spoon?
You taught them how to read and how to ride a bike, but have you taught your children how to manage money?
This checklist can give you a quick snapshot of how prepared you are.
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Learn how to build a socially conscious investment portfolio and invest in your beliefs.
The federal government requires deceased individuals to file a final income tax return.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Use this calculator to estimate your income tax liability along with average and marginal tax rates.
Estimate how much of your Social Security benefit may be considered taxable.
Use this calculator to estimate your capital gains tax.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Use this calculator to estimate your net worth by adding up your assets and subtracting your liabilities.
Estimate how many months it may take to recover the out-of-pocket costs when buying a more efficient vehicle.
Principles that can help create a portfolio designed to pursue investment goals.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
How federal estate taxes work, plus estate management documents and tactics.
A presentation about managing money: using it, saving it, and even getting credit.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Would you guess that Millennials are effectively saving for retirement? Well, they are.
In the world of finance, the effects of the "confidence gap" can be especially apparent.
Have you found yourself suddenly single? Here are 3 steps to take right now.
Even low inflation rates can pose a threat to investment returns.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.