Buffalo First Wealth Management, LLC

If you've ever wondered what actually needs to happen first after losing a spouse, this one's for you. 🎥

A few things matter early on: reaching out to an attorney and a financial advisor, contacting Social Security, and checking on any pensions — including what survivor election was chosen when the pension first started.

Save this one so it's there if you or someone you know ever needs it.

If you've ever wondered what actually needs to happen first after losing a spouse, this one's for you. 🎥

A few things matter early on: reaching out to an attorney and a financial advisor, contacting Social Security, and checking on any pensions — including what survivor election was chosen when the pension first started.

Save this one so it's there if you or someone you know ever needs it.

Losing a spouse comes with a wave of financial "to-dos" all at once — and it's easy to feel like everything has to be handled today.

In this Making Money Manageable clip, we talk about what actually needs your attention right away versus what can wait a few weeks. Give yourself permission to slow down where you can. 💙

Have you or someone you love been through this? What helped you get through the early weeks?

Losing a spouse is one of the hardest things a person can go through — and on top of the grief, there's often a nagging feeling that you need to sort out every account, every bill, and every tax question immediately.

You don't.

In this episode of Making Money Manageable, Allen and Juliana walk through what actually needs attention in the first few weeks after a spouse passes away, what can wait, and why making big decisions (like selling the house) too soon usually isn't a good idea.

If you've been through this, or you're supporting someone who has, this one's worth watching. 💛

Have questions about your own situation? We're happy to talk it through: https://buffalofirstllc.com/contact-us/



This video is educational and general in nature, not individualized financial or legal advice.

Quick question: do you know if you're on track for a refund — or a surprise bill — this year? 🧾

Most people don't think about taxes until January or February. But right now, at the halfway point of the year, is actually the best time to check.

In this short, Allen and Juliana share two quick things worth doing this week:

🔹 Setting up your IRS.gov account (helps protect against fraud + gives you access to your payment history)
🔹 Using the free IRS Tax Withholding Estimator to see where you actually stand

Watch the full video below, and let us know — have you ever been surprised by your tax bill or refund? 👇

We're halfway through 2026 — a great time to check in on your taxes before year-end options start running out. 📋

In our newest Making Money Manageable episode, Allen and Juliana talk through some practical mid-year tax moves:

✅ Setting up your IRS.gov account (for security and easier access to your tax history)
✅ Using the free IRS W-4 calculator to see if you're on track for a refund — or a bill
✅ How life changes (new job, marriage, divorce) can shift your tax picture
✅ Whether increasing your 401(k) or HSA contributions could help lower your taxable income
✅ The real difference between tax preparation and tax planning

Have you had a change this year that might affect your taxes? Watch the full episode and let us know in the comments. 👇

Ever notice how much easier it is to stick to a goal when someone else knows about it too? 👀

In today's Making Money Manageable clip, Allen and Juliana talk about the real difference between having an accountability partner and just going down an internet rabbit hole on your own. Juliana shares a great example — someone using a coworker as an accountability partner for debt, and how just having to check in every couple of weeks kept them on track.

Sometimes saying it out loud is what makes it real.

👉 Watch the clip and let us know: who's your financial accountability partner?

For the full episode, check it out on our YouTube channel:
https://youtu.be/jtMVhVdw0dU

Set it, remind yourself, and actually stick with it. 📅

Today's Making Money Manageable clip, Juliana and Allen talk about why putting a reminder in your phone or calendar — every two weeks or once a month — makes a real difference in staying on top of your finances. Pair that with a budgeting app that pulls your accounts together automatically, and you can see where you stand at a glance.

👉 Watch the full clip, and catch the complete episode here: https://youtu.be/jtMVhVdw0dU

Your finances don't need to be fixed in one big weekend project. 📋

We break it down: pick one small piece — like listing out your accounts — and spend just 20 minutes on it. Then tackle the next piece tomorrow. Juliana and Allen share why this approach actually sticks better than trying to do it all at once.

Small steps add up faster than you'd think.

👉 Watch the clip, and let us know: what's one small money task you could knock out this week?

Check out the full episode here:
https://youtu.be/jtMVhVdw0dU

Feeling like you need to fix your ENTIRE financial life in one Saturday afternoon? You don't. 🙌

We share a much easier way to think about it: break it into small pieces. Spend 20 minutes on one thing today, 20 minutes on something else tomorrow. Allen explains why this actually works better — it builds momentum instead of burnout.

Small steps > one big overwhelming task.

👉 Watch the clip, and let us know: what's one small financial task you could tackle this week?

For the Full Episode, Click Here:
https://youtu.be/jtMVhVdw0dU