Choosing a Beneficiary: What You Need to Know Before You Decide
Setting up beneficiaries is a crucial step in managing your wealth, and the best part is that doing it right is almost always free. Below is a quick, actionable guide from Buffalo First Wealth Management on what you need to do to ensure your assets are passed on exactly as you intend.
What Should You Do With Your Tax Refund – Smart Money Moves for 2026
Tax season brings up the same age-old question: Is it better to get a massive refund or break even? While nobody likes to owe the IRS, getting a huge check isn’t always the financial win it feels like.
Budgeting Tips That Actually Work | The Guilt-Free Guide to Spending
If you’ve been following financial news lately, you’ve likely heard about Trump Accounts—a new savings vehicle established under the One Big Beautiful Bill signed in July. With tax season underway, we’ve been fielding a lot of questions from clients about how these accounts work. Here’s what we know so far.
Trump Accounts Explained: What Parents Need to Know
If you’ve been following financial news lately, you’ve likely heard about Trump Accounts—a new savings vehicle established under the One Big Beautiful Bill signed in July. With tax season underway, we’ve been fielding a lot of questions from clients about how these accounts work. Here’s what we know so far.
Tax Law Changes Impacting 2025
Welcome back to Topic Tuesday with Allen Dembski and Juliana Janson of Buffalo First Wealth Management. Today, we’re reading the “one big, beautiful bill” to focus on tax changes to affect your filing for the 2025 federal tax year.
Why Do I Need a Financial Advisor?
Here at Buffalo First Wealth Management, the question we get asked most often from prospective clients is “Why do I need a financial advisor?” or “What do you actually do?”