Advisor Showcase - Nicole Milone When and Why Should I Hire a Financial Advisor? Enterprising Women of the Year 2019 Smartvestor The Money Counts Team Your Financial GPS

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.

Are You Ready to Start Now?

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Deborah Peterson
PRESIDENT

Deborah Anne Peterson - NC License # 3520737

Deborah Anne Peterson - CA Insurance License #0D24694



Helpful Content

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This calculator can help you estimate how much you may need to save for retirement.

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Test Your Life Insurance Knowledge

Test Your Life Insurance Knowledge

How much do you know about one of the most important tools you have to help protect your and your family’s financial future?

 

When Does Your Personal Car Become a Commercial Vehicle?

At what point can you call a personal vehicle commercial?

Planning for the Expected

You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.

Investing for Impact

Learn how to build a socially conscious investment portfolio and invest in your beliefs.

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.

A Penny Saved is Two Pennies Earned

Here are some simple and inexpensive energy-saving tips that may help you save money.

Five Most Overlooked Tax Deductions

Five overlooked tax deductions to help manage your tax bill.

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Estimate how long your retirement savings may last using various monthly cash flow rates.

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Assess how many days you'll work to pay your federal tax liability.

Impact of Taxes and Inflation

Estimate the potential impact taxes and inflation can have on the purchasing power of an investment.

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Assess whether you are running “in the black” or “in the red” each month.

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Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Should I Buy or Lease an Auto?

This calculator compares the financial impact of leasing versus buying an automobile.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

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.

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A presentation about managing money: using it, saving it, and even getting credit.

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

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The Other Sure Thing

Though we don’t like to think about it, all of us will make an exit sometime. Are you prepared?

Jane Bond: Infiltrating the Market

Agent Jane Bond is on the case, cracking the code on bonds.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Should You Tap Retirement Savings to Fund College?

There are three things to consider before dipping into retirement savings to pay for college.

Rightsizing for Retirement

What does your home really cost?

Forecast

The market is as unpredictable as the weather. We’d love to help you prepare.

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