Buttonwood Financial Group, LLC

Buttonwood Financial Group, LLC Do you spend a significant amount of time managing your financial life? What if, like a business, you could have your own Family CFO™?

As wealth builds, life doesn’t get simpler – it gets more complex. At Buttonwood Financial Group LLC℠ our goal is to simplify the financial process for families that would like to protect and grow their money. Do you spend too much time balancing accounts, reading prospectus, managing your assets? We ask, what if, like a business, you could have your own Chief Financial Officer? This is the role B

uttonwood fulfills for families every day! As your Family CFO we focus on the creation, implementation, and ongoing strategy in your financial life. We provide comprehensive tax, insurance, estate planning, investments, cash flow, retirement, education, and business strategies – all integrated into your life and based around your specific goals.

Retirement has changed significantly over the last few decades. This article looks at how income sources, timing and exp...
01/29/2026

Retirement has changed significantly over the last few decades. This article looks at how income sources, timing and expectations in the 1970s compare to what retirees face today.

Many of the rules and regulations for modern retirement went into place in the 1970s, but the state of retirement today is quite different.

Designating beneficiaries is one of the simplest ways to make sure your assets go where you intend. Learn what happens i...
01/26/2026

Designating beneficiaries is one of the simplest ways to make sure your assets go where you intend. Learn what happens if you don't name beneficiaries and why keeping them up to date matters.

Protect your assets and your heirs.

Want to receive quick finance updates straight to your inbox? Consider subscribing to the twice-monthly newsletter.
01/23/2026

Want to receive quick finance updates straight to your inbox? Consider subscribing to the twice-monthly newsletter.

Sign up and stay tuned for this week's posts.

Many people refer to 401(k) matching contributions as "free money." But depending on your plan, that money may not be av...
01/21/2026

Many people refer to 401(k) matching contributions as "free money." But depending on your plan, that money may not be available to you for several years.

Workers who receive a 401(k) matching contribution from their employer may be surprised to learn that there's often a tenure requirement attached to the money.

If you're worried about inflation's impact on your nest egg, here are some proactive steps you can take to make sure you...
01/18/2026

If you're worried about inflation's impact on your nest egg, here are some proactive steps you can take to make sure your savings are protected over time.

Take these steps to protect your retirement savings from rising prices

Many people overlook the need for long-term care costs when reviewing their financial plan. But there's more to plan for...
01/15/2026

Many people overlook the need for long-term care costs when reviewing their financial plan. But there's more to plan for than just the costs associated with caregiving -- here's what you should know.

Most families are not prepared for the moment when someone must step in and take over another person’s financial life.

A financial audit can give you a clearer picture of where you stand as the year begins. The latest newsletter provides a...
01/12/2026

A financial audit can give you a clearer picture of where you stand as the year begins. The latest newsletter provides a simple three-step check you can do in just 15 minutes.

Start 2026 on the right foot.

Many in Generation X are entering retirement age unsure they have enough saved. If that sounds like you, now is a great ...
01/09/2026

Many in Generation X are entering retirement age unsure they have enough saved. If that sounds like you, now is a great time to revisit your retirement plan.

When it comes to retirement, the baby boomers get all the attention but it is Generation X that faces a retirement crisis.

Investing in meaningful experiences can bring returns beyond your bank balance.
12/31/2025

Investing in meaningful experiences can bring returns beyond your bank balance.

We spend much of life saving for the future - our retirement, our security, our someday. Yet the richest dividends often come from our experiences. When we invest in these, the return isn’t measured in dollars but in a life filled with meaning and free of regrets.

Starting January 2026, most Social Security recipients will receive a 2.8% cost-of-living (COLA) adjustment. Here's what...
12/28/2025

Starting January 2026, most Social Security recipients will receive a 2.8% cost-of-living (COLA) adjustment. Here's what you need to know.

Individual retirement benefits will climb an average of about $56 per month, the Social Security Administration said.

Not everyone has the time or personal desire to maximize their returns all the time -- and that's okay. In fact, for som...
12/25/2025

Not everyone has the time or personal desire to maximize their returns all the time -- and that's okay. In fact, for some people, "good enough" investing can be the ideal.

Figuring out where you land on the maximizer/satisficer continuum could save you some time and money.

Do you want to prioritize your financial well-being this year? These simple, realistic financial resolutions can help yo...
12/22/2025

Do you want to prioritize your financial well-being this year? These simple, realistic financial resolutions can help you stay on track.

Make 2026 the year your financial goals actually stick.

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3013 Main Street
Kansas City, MO
64108

Opening Hours

Monday 8am - 5pm
Tuesday 8am - 5pm
Wednesday 8am - 5pm
Thursday 8am - 5pm
Friday 8am - 5pm

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