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!
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.
Deborah Peterson
PRESIDENT
Deborah Anne Peterson - NC License # 3520737
Deborah Anne Peterson - CA Insurance License #0D24694
Helpful Content
What Smart Investors Know
Savvy investors take the time to separate emotion from fact.
The A, B, C, & D of Medicare
Learn about all the parts of Medicare with this informative and enjoyable article.
Inventorying Your Possessions
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
Variable Universal Life Insurance
Variable Universal Life is permanent insurance in which the policyholder directs how premiums are invested.
Understanding the Alternate Valuation Date
Executors can value the estate on the date of death, or on its six-month anniversary —the “Alternate Valuation Date."
Critical Estate Documents
Sound estate management includes creating financial and healthcare documents. Here's an inside look.
Retirement Realities
Many pre-retirees can become focused on the “ideal” retirement, but turning that dream into a reality can be tricky. This content piece was written to help clients manage their expectations while maintaining optimism for the future.
Medicare At 65+
65 or older? It may be time to enroll in Medicare. Read to learn if you’re eligible.
What If You Get Audited?
The chances of an IRS audit aren't that high. And being audited does not necessarily imply that the IRS suspects wrongdoing.
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Should I Buy or Lease an Auto?
This calculator compares the financial impact of leasing versus buying an automobile.
Should I Pay Off Debt or Invest?
This calculator will help determine whether you should invest funds or pay down debt.
What Is My Current Cash Flow?
Assess whether you are running “in the black” or “in the red” each month.
Estimate Your RMD
Help determine the required minimum distribution from an IRA or other qualified retirement plan.
Inflation & Retirement
Estimate how much income may be needed at retirement to maintain your standard of living.
Capital Gains Tax Estimator
Use this calculator to estimate your capital gains tax.
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5 Smart Investing Principles
Principles that can help create a portfolio designed to pursue investment goals.
An Inside Look at Retirement Living
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Managing Your Lifestyle
Using smart management to get more of what you want and free up assets to invest.
5 Smart Investing Strategies
There are some smart strategies that may help you pursue your investment objectives
Your Cash Flow Statement
A presentation about managing money: using it, saving it, and even getting credit.
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Retirement Redefined
Around the country, attitudes about retirement are shifting.
4 Elements of an Estate Strategy
Learn about the importance of having an estate strategy in this helpful and informative video.
Finding the Balance
The sandwich generation faces unique challenges. For many, meeting needs is a matter of finding a balance.
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.
Once Upon a Goal
Do you know how to set up your financial goals for success? This knight does.
The Power of Tax-Deferred Growth
Why are 401(k) plans, annuities, and IRAs so popular?