Based on Executive Order 14247 issued on March 25, 2025, the IRS and U.S. Treasury are transitioning to a fully electronic system, phasing out paper check refunds for individuals starting September 30, 2025. The mandate requires taxpayers to use direct deposit, electronic funds transfer (EFT), or digital options for refunds and encourages digital payments to the IRS to improve security and efficiency.

A PERSONALIZED
CLIENT EXPERIENCE

Taking care of what's important so you can focus on what matters most to you.

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WE INVITE YOU TO JOIN US ON THE ROAD TO YOUR FINANCIAL DESTINATION

Our team

Our team

The Budin Group is dedicated to providing the most trustworthy and reputable financial advice. Learn more about Steve and our service-focused team. 

Our team
Our Services

Our Services

We cater out services to helping individuals protect and plan for their future. Learn more about our financial planning and investment services. 

Our services
Our Commitment

Our Commitment

Our process and our achievements are focused around our clients and their success. Learn more about our commitment to our clients today.

Our Commitment

How Much Do You Know About Investing?

These days, investing in financial markets is a common practice. Yet, many Americans remain under-informed about how various investment products really work. Want to know how you rank? Challenge yourself with our brief quiz, "Test Your Investing IQ."

Resources

Our site is filled with educational videos, articles, slideshows, and calculators designed to help you learn more. As you search our site, send me a note regarding any questions you may have about any particular investment concepts or products. We'll get back to you quickly with a thoughtful answer.

Articles

Articles

View our recent blog articles, filled with resources and insights dedicated to our services. 

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Calculators

Calculators

Discover our insightful calculators that cater to a variety of financial needs including retirement, investments, and cash flow.  

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Videos

Videos

Take a look at our recent KNTV Channel 13 Appearances and other financially focused videos.

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Presentations

Presentations

Managing your money involves more than simply making and following a budget.

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