Cash Flow Management: Tips to Reach Your Wealth Goals

How do you, as an investor, sift through all these choices that you have when creating your wealth plan? What’s the order of operations when building your financial plan and managing your cash flow? In this episode of Your Life Simplified, ​​​​​​​Mike MacKelvie, wealth advisor, and Abby Foster, associate wealth advisor, discuss how to track cash flow and when to strategically contribute to accounts such as a 401(k), HSA and traditional IRA to help reach income and charitable goals while maximizing your wealth.