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.
Retirement Traps to Avoid
Beware of these traps that could upend your retirement.
Planning for the Expected
You can plan ahead to protect yourself and your family against the financial consequences of deteriorating health.
Women on the Rise
Explore the growing influence women wield over the economy with this handy infographic.
Taking regular, periodic withdrawals during retirement can be quite problematic.
Learn a little about worldwide currency in this fun infographic
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
Here are six flags that may make your tax return prime for an IRS audit.
The money problems or bad lifestyle habits of adult children could lead to the squandering of any inheritance they receive.
When to start? Should I continue to work? How can I maximize my benefit?
Estimate how much you have the potential to earn during your working years.
Estimate how much of your Social Security benefit may be considered taxable.
This calculator helps determine your pre-tax and after-tax dividend yield on a particular stock.
This calculator may help you estimate how long funds may last given regular withdrawals.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator compares the net gain of a taxable investment versus a tax-favored one.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
The importance of life insurance, how it works, and how much coverage you need.
A presentation about managing money: using it, saving it, and even getting credit.
Using smart management to get more of what you want and free up assets to invest.
There are some smart strategies that may help you pursue your investment objectives
What if instead of buying that vacation home, you invested the money?
That big list of dreams and goals isn't the only way to look at your bucket list.
For women, retirement strategy is a long race. It’s helpful to know the route.
With alternative investments, it’s critical to sort through the complexity.
A portfolio created with your long-term objectives in mind is crucial as you pursue your dream retirement.
Even low inflation rates can pose a threat to investment returns.