Our Eye On Money Series is provided free of charge to our existing Clientele as well as individuals interested in learning more about finances and Buttonwood Financial Group.
Eye On Money, published regularly throughout the year, provides a look at strategies and success stories dealing with various aspects of the Wealth management process.
Subjects we cover in Eye On Money include: Consumer areas, Wealth transfer, Education planning, Cash flow strategies for retirement, Investment strategies, Debt management and many more.
We make Eye On Money available here on our site as well as via USPS traditional Mail. To receive the paper version of Eye On Money in the mail just click here and let us know!
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Jan / Feb 2009: Eye On Money Magazine
Buttonwood Jan / Feb 2009 Eye On Money <--- Click here To Read!
Articles Include:
– Ideas to help you meet life's financial challenges.
– When you get lemons, make lemonade.
- Protection for your children's inheritance and income for your new spouse.
– An introduction to Immediate Annuities.
– 8 destinations that heat up with the temperature does down.
Past editions of Eye On Money Include:
Buttonwood July / August 2008 Eye On Money
Articles Include:
The Single Person's Financial Safety Net - Legal, insurance, and estate planning for singles!
BUTTONWOOD JULY FOCUS IS DEBT / LIABILITY MANAGEMENT:
Improving Your Credit Score - Answers to one of the more common questions we hear.
What does it cost to raise a child to 17?
You may have unclaimed funds waiting for you!
401(k) Loans - review the true costs
Whitewater Rafting - Amatures beware!
Go Wild - Visit the Zoo this summer!
Buttonwood May / June 2008 Eye On Money
Articles Include:
The Ever-Changing Landscape of Retirement Plans! - The rules and options
BUTTONWOOD MAY FOCUS IS EDUCATION PLANNING:
Student loan forgiveness if you help your community
How to invest for College without being taxed
Summertime Tax Considerations
Details surrounding the very popular Bypass trust - Proper estate planning
The Spirit of Kilimanjaro - A great story
A summary of "The Music Festivals" of 2008 ...
Buttonwood March / April 2008 Eye On Money
Articles Include:
Small Business Retirement Plans! - Many of you have asked for a summary of the different retirement plans available for small businesses. Here is your summary!
Credit Freeze Option now available to everyone in 2008 - For those who don't need access to credit often this can be a great benefit.
Simple Tips for Daily Money Management
Planning for Education Costs - Internet Resources & Info
Still haven't rolled over your 401(k)? - You may be missing out!
Want to do more for your favorite charities? - Check out options with donor advised funds.
The Olympics are coming - Time to learn more about Beijing China!
Spring line up at Denver & Seattle Art Museums...
Buttonwood Nov / Dec 2007 Eye On Money Edition
Articles Include:
2007 Year End Tax Planning! - Financial moves you make between now and year end can make a big impact on your tax bill!
Test Your Insurance Knowledge - A great tool.
Should You Accept an Early Retirement / Buyout Offer?
How to Keep Uncle Sam off Your Gift List - Avoiding the Gift Tax!
Remember to Document Charitable Gifts.
South America: The Bold and the Beautiful.
The Nutcracker Ballet...
Buttonwood July / August Eye On Money Edition - 2007
Articles Include:
Saving for College: New Laws, New Strategies - How recent changes in the law may impact college savings!
What Types of Insurance Do You Need - A great summary to help protect your financial security.
Tax Impacts Of Renting Out Your Vacation Home
Be Aware of Identity Thieves Posing as the IRS
The Most Secure of Securities - An introduction to US Treasury Securities.
Step Into the Art World... On an Art Walk
The 2007 Tour de France Kicks off in London
Buttonwood May/June Eye On Money Edition - 2007
Articles Include:
What It Takes To Reach Retirement - Good core simple strategies!
Umbrella Insurance - Are your personal assets protected from lawsuits?
Tax Relief and Health Care Act of 2006 - Summary of highlights...
Put a Freeze on your Credit Report - Stop identity theft BEFORE it happens.
Closed End Funds - We have heard your questions... here are the answers!
What's on at the Museums? - A look at the exhibitions this summer!
Buttonwood March/April Eye On Money Edition - 2007
Articles Include:
Your Estate Planning Toolbox - 15 tools to help protect your loved ones' futures
Military Personnel - Protection from Identity Theft & new Savings Options
Think twice before rolling employer stock into an IRA
There is Still Time to Contribute to an IRA for 2006
Is It Deductible as a Charitable Contribution?
Income-paying Stocks - An intro to investing in dividend stocks
Tulip Time!
And the're off... for our horsy friends: It's Kentucky Derby 133!
Buttonwood January/February Eye On Money Edition - 2007
Articles Include:
Late Starter's Retirement Guide – Improve your retirement savings picture
The IRS might owe you a refund - from 1898!
What to do with a Year-end Bonus?
Where do People Earn the Most?
Investing in your Community - Municipal bond basics
529 Plans' Federal Tax Benefits Made Permanent
The Ancient City of Petra – One visit and you’ll know why Steven Spielberg chose it for his dramatic Indiana Jones finale!
If you are interested in reviewing other publications from Buttonwood Financial Group, including past Quarterly Newsletters and our Weekly Market Commentary, please visit our archives section of the website.
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