Are you considering buying a vacation home? While this new venture can be very exciting, it’s important to implement a plan to ensure your “home away from home” continues to thrive as a pleasure, not a thorn in your side. Whether you plan to head to the mountains, beach, desert or wherever your heart desires, be sure to talk with your financial advisor or contact us before making the move.

Recent Buttonwood Articles


By Jon McGraw • October 21, 2026
How Buttonwood's Investment Policy Committee rebalanced its Core and Tax Aware Allocations on September 22, 2026: same convictions, smaller bets.
Estate planning documents representing family, legacy, and financial planning.
By Danielle Brown MSF, CFP® • September 28, 2026
The 2026 federal estate tax exclusion is $15 million per individual. Learn why being under the threshold does not make estate planning irrelevant.
Buttonwood Financial Group Investment Policy Committee May and June 2026 portfolio rebalance summary
By Jon McGraw, Investment Policy Committee Chair, Buttonwood Financial Group (Kansas City) • July 20, 2026
How our Investment Policy Committee approached the May & June 2026 rebalances: trimming equity risk, upgrading bond quality, and adding liquid alternatives.
Child placing coins into a piggy bank while learning about saving and financial responsibility.
By Danielle Brown, CFP MSF • July 7, 2026
What families should know about Trump Accounts eligibility, contributions, financial literacy. Child investment accounts may fit in broader financial plan.
By Jon McGraw • July 1, 2026
Beyond fees, DIY investing carries hidden costs — time, taxes, and coordination. A Kansas City wealth management perspective on when self-directed makes sense
SpaceX and Anthropic are filing for the two largest IPOs in history. Learn how index fund exposure,
By Kristy Wieland • June 10, 2026
SpaceX and Anthropic are filing for the 2 largest IPOs in history. Index fund exposure, 401(k) passive buying, and mutual fund holdings mean you may already own them

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