401(k) Leakage Crisis: How to Stop Losing Retirement Money
In this episode of Making Money Manageable, Alan Dembski and Juliana Janson from Buffalo First Wealth Management tackle the growing “401(k) leakage crisis.” With record numbers of people taking loans and early distributions from their retirement accounts, Alan and Juliana break down what is driving this trend and how you can protect your future nest egg.
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.