Year End Tax Preparation
As Family CFO, we keep tax strategy high on our radar so Uncle Sam isn’t getting more from you than necessary. It’s likely opportunities exist for you to minimize tax [...]
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 [...]
Finding the Right Financial Advisor for You
In our noisy world, it can be difficult to determine which financial advisor is best for you and your family. However, there are core questions you can ask that will [...]
Buttonwood Investment Policy Committee Update – August 2019
The month of August has been quite a ride for the stock market. Stepping back and taking a bit longer view: The S&P 500 reached a high of 2,872 on [...]
Legislative Proposals & What They Mean For You
As Family CFO, our clients feel comfortable and confident asking us when new legislative changes are proposed; especially as it relates to IRAs. We have heard questions about proposed legislation [...]