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Budgeting Tips That Actually Work The Guilt-Free Guide to Spending

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.

Two people smiling while sitting in front of a wealth management sign.

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?”

End of the Year Tax Planning Strategies

We are still a few months ahead of tax season, but it is always a good time to plan ahead to protect yourself and make your life easier for managing your taxes.  One way to do that is to set up an online IRS account.

A W-7 tax form for IRS taxpayer ID applications on a table with a gold pen and a folder.

Why Do I Need any Online IRS Account?

We are still a few months ahead of tax season, but it is always a good time to plan ahead to protect yourself and make your life easier for managing your taxes.  One way to do that is to set up an online IRS account.