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.
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.
What Is the FIRE Movement, and Could It Be Right for You?
Roth IRAs can be a powerful financial tool, since the funds in a Roth IRA grow tax free and they are not subject to Required Minimum Distributions (RMDs) like traditional IRAs. But doing a conversion may not be right for everyone.
Understanding Annuities: An Guide on How An Annuity Works
An annuity is a contract with a company that provides a specified sum of money for a specified period of time, based on a number of variables. One thing everyone can agree on regarding annuities is that there are many, many different types of annuities. In addition
My Employer Sent Me a Packet About My Pension
In today’s ever-changing retirement landscape, many employers are deciding what to do with their defined benefit plan or pension. Employers are opting to provide their employees with a defined
Six Reasons To Start An Emergency Fund
Beneficiaries come into play when thinking about who your assets will go to–things such as money in the bank, retirement accounts, investments, and life insurance policies. Put simply; a beneficiary is the person (or people) you name to inherit