As I continue my business and personal success, how do I manage the consistent cash flow that I am generating? Where do I put the next $20,000 of cash that I make from my business? 529 plan for kids? Second home? Retirement account? Pay down my mortgage?

We’ll need to learn more about your situation before giving a proper recommendation but here are some things you should keep in mind while managing your cash flow. 1. Investments Our primary focus is on managing your investments, and the only way that we generate our fees is on the value of the assets that […]