Required Minimum Distribution Mistakes & Rules
We often see common mistakes when retirement investors begin taking their Required Minimum Distributions (RMDs). In our role as Family CFO, we proactively work with our clients to ensure your [...]
The Power of Investing
While investment management is just one part of what we do for our multi-generational clients, we know how critical it is to our next generation's financial well-being. If you [...]
Involving Your Family in Your Business
As Family CFO, you can imagine how often we are asked about the risks and benefits of involving family members in business decisions and planning. There are many positives to [...]
Your Estate Planning Team
Estate planning is key. Ensuring your estate documents are correctly in place often includes a team of professionals: estate & business attorneys, tax & insurance professionals, etc. At Buttonwood, we [...]
I’m starting a business, so I need to set up a company, right?
With many opportunities available for small businesses, we are regularly engaged to assist with business planning and startups. "What is the best type of business entity?" is a question we [...]
Income Doesn’t Always Limit Roth Contributions
Through Buttonwood Art Space and our community involvement, we are fortunate to interact with thousands of people. And you guessed it, we hear many financial comments along the way. One [...]
Interpreting Your Next Generation’s College Financial Aid Letter
Many questions arise as parents send their next generation off to college. Some of the biggest questions are related to financial aid and fully understanding what your letter says. Wording [...]
Estimated Tax Payment Service
If you're an employee of a business, your employer withholds taxes from each paycheck and sends the money to the IRS, and likely your state government as well. This way, [...]
Tax Savings Opportunities for Business Owners
At Buttonwood Financial Group, our Team remains up-to-date on changes which will affect our clients' financial lives. As Family CFO, we work to simplify the complexity which comes with wealth. [...]
Tax Brackets and Tax Refunds: By the Numbers
Recent headlines report Tax refunds for 2018 dropped 8.4 percent during the first week of tax filing season, says the Internal Revenue Service. Glass 1/2 empty view Taxpayers may receive [...]