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  • Top 10 Questions: Interviewing A Financial Advisor
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    Top 10 Questions: Interviewing A Financial Advisor

    Financial Tips, Subject Matter Expert

Top 10 Questions: Interviewing A Financial Advisor

Whether making a career change, nearing retirement, or organizing your financial life, selecting the right financial advisor can be hugely beneficial and rewarding; but can take time. Over the years, [...]

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  • Making a Career Transition in 2021
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    Making a Career Transition in 2021

    Financial Tips, Subject Matter Expert

Making a Career Transition in 2021

As a multigenerational Family CFO, we regularly guide our clients through career transitions. After an interesting 2020, we found the core values and beliefs of those we work with haven’t [...]

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  • Year End Tax Strategies
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    Year End Tax Strategies

    Financial Tips, Subject Matter Expert, Tax Strategies

Year End Tax Strategies

Near the end of each year we proactively review opportunities through the lens of a trial tax return. Our objective is to surface strategy for tax management of your financial [...]

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  • Family Financial Planning
    Including & Educating Kids About Family Financial Planning
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    Including & Educating Kids About Family Financial Planning

    Financial Tips, Subject Matter Expert

Including & Educating Kids About Family Financial Planning

As the CEO for your family, you are responsible for managing many things: From soccer practice, to virtual learning, you need to lead your family toward a bright future. At [...]

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  • Your Philanthropic Efforts Benefit the World. They Can Also Benefit You.
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    Your Philanthropic Efforts Benefit the World. They Can Also Benefit You.

    Subject Matter Expert

Your Philanthropic Efforts Benefit the World. They Can Also Benefit You.

Think about your favorite charity. How do you choose to support them each year? Do you write a check for financial support? Or perhaps you choose to volunteer your time [...]

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  • Navigating the New Rules of Retirement
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    Navigating the New Rules of Retirement

    Subject Matter Expert

Navigating the New Rules of Retirement

Whether planning to retire or enjoying retirement now, there are no shortages of financial opportunities! The latest SECURE and CARES Acts provide new opportunities yet add layers of complexity. It’s [...]

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  • Keep Kids Entertained & Educated During Social Isolation
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    Keep Kids Entertained & Educated During Social Isolation

    Subject Matter Expert

Keep Kids Entertained & Educated During Social Isolation

By now, you likely have your daily routine down and are doing your best to keep up with it. While routine is good, it can be easy to fall into [...]

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  • Buttonwood Investment Policy Update – March 2020
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    Buttonwood Investment Policy Update – March 2020

    Investment Policy Committee Update, Subject Matter Expert

Buttonwood Investment Policy Update – March 2020

For most of the last two months we saw the momentum from 2019 carry over to 2020. However, that momentum was fueled by the anticipation of an increase in corporate [...]

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  • Protecting Your Cyber Security
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    Protecting Your Cyber Security

    Financial Tips, Subject Matter Expert

Protecting Your Cyber Security

If you’ve received calls informing you of your social security number being compromised, you are not alone, and you are not in danger of the US Federal Government coming to [...]

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Business Owners & Executives Should Invest in a Family CFO

Sources Your business is growing. You've finalized your strategic plan and are on track to reach your growth goals. Have you done the same for your personal financial life?   [...]

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Buttonwood Financial Group - Kansas City

Buttonwood Financial Group

3013 Main St., Kansas City, Mo 64108

Phone: 816-285-9000

Toll Free: 800-448-9093

Fax: 816-285-9001

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