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.
Deborah Anne Peterson - NC License # 3520737
Deborah Anne Peterson - CA Insurance License #0D24694
Contributing to an IRA?
Determine if you are eligible to contribute to a traditional or Roth IRA.
The Average American Budget
Learn about the average American budget in this fun and interactive piece.
Principles of Preserving Wealth
How federal estate taxes work, plus estate management documents and tactics.
Entrepreneurs all face the same question, “Which business structure should I adopt?”
In investments, one great debate asks the question, “Active or Passive Investing: Which Is Better?”
Among stock-market investors there’s long been a debate between those who favor value and those who favor growth.
How literate are you when it comes to your finances? Brush up with these five basics.
Each year hundreds of children die or are injured in pool accidents. By taking seven steps, you can keep your pool safe.
Tips to avoid checking in luggage on your next vacation.
This calculator estimates how much life insurance you would need to meet your family's needs if you were to die prematurely.
Estimate how much you have the potential to earn during your working years.
Use this calculator to estimate your capital gains tax.
This calculator may help you estimate how long funds may last given regular withdrawals.
Use this calculator to better see the potential impact of compound interest on an asset.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
The importance of life insurance, how it works, and how much coverage you need.
Principles that can help create a portfolio designed to pursue investment goals.
There are some smart strategies that may help you pursue your investment objectives
Investment tools and strategies that can enable you to pursue your retirement goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
If you died, what would happen to your email archives, social profiles and online accounts?
When you retire, how will you treat your next chapter?
Bucket lists don’t have to be for tomorrow.
Here is a quick history of the Federal Reserve and an overview of what it does.
It's easy to let investments accumulate like old receipts in a junk drawer.
Do you know how to set up your financial goals for success? This knight does.