Financial Planning & Wealth Management Topics

As tax season approaches, it's crucial to get organized and prepared. Whether you're working with a tax professional or handling your taxes on your own, a little planning can go a long way in making the process smoother and avoiding costly mistakes.

As you gear up for a busy holiday season, year-end tax strategies tend to take a back seat, right? We get it, and we’re here to provide a summary of helpful year-end tax tips that are simple to implement!

In our September rebalance for nontaxable assets, we adopted a cautiously optimistic stance, decreasing risk slightly due to election uncertainties.

After the stock market rally in the first half of the year and amidst the uncertainty of the upcoming election, for assets without tax implications, we are reducing risk by trimming some of the overweight for our active positions.

The Mega Backdoor Roth strategy allows individuals to contribute to both a Roth IRA and a Roth 401(k), then add a third Roth component to their savings. In this update we share what you need to know about this strategy, and how to work through the details to implement.

As the 2024 election season heats up in the U.S. it’s natural for us humans to feel a sense of unease. But here is something to remember: fixating on sensational headlines can be detrimental to your financial well-being.

As we enter the summer months, our existing bullish stance remains intact.

On May 17, 1792, a group of two dozen traders gathered at their daily meeting place – a Buttonwood tree at 68 Wall Street. Faced with chaotic markets, they made a pivotal decision: to organize their trading.

At Buttonwood Financial Group, we are excited to announce that we have once again been recognized by Three Best Rated as one of the Top 3 Financial Services providers in Kansas City for 2024