Jason Buchanan, CFP, AIF

12/24/2025

Happy Holidays ✨
Wishing you joyful moments, grateful hearts, and peaceful days this season. ❄️
May the weeks ahead bring warmth, celebration, and time with those who matter most. 🕯️🎁

11/27/2025

Today may be about turkey and the Big Game, but I’d like to take a moment to thank you for allowing me to be part of your financial journey.

Whether we connected years ago, recently, or you’ve seen me show up on your feed, I’m so grateful!

And before you dive into your festivities, have you wanted to connect with a financial professional? Send me a DM or comment the word “Turkey,” and we can connect soon.

11/11/2025

10/31/2025

🎃👻 “Spooktacular” Vibes Only! 👻🎃

It's that time of year again when the ghosts come out to play and the pumpkins light up the night! Whether dressing up as your favorite character, carving the creepiest jack-o'-lantern, or indulging in some sweet treats, have a “fang-tastic” time this Halloween! 🕸️🕷️

Share your spookiest moments with us and tag your fellow ghouls! Let's make this Halloween a hauntingly good time! 🧛‍♂️🧙‍♀️



Stay safe and keep the scares friendly! BOO! 🎃💀✨

10/13/2025

Check out the illustration below to get an idea of what closes during a shutdown. But please check first, and don’t see the shutdown as a reason to delay any federal tax obligations. BTW, the Smithsonian initially said it would close on October 6, but now it plans to remain open until the 12th!

09/01/2025

Happy Labor Day! 🛠️
Today, we take a moment to recognize and appreciate the hard work of individuals across the nation.

Whether you're relaxing at home or enjoying a well-deserved day off, I hope you're able to recharge and enjoy this special day.

To the builders, creators, and doers: Happy Labor Day!

07/24/2025

Car buying shows confidence in the economy. Most people will only consider a new car when they feel good about their finances and the future. Today’s chart shows there are more ways to measure economic activity than following inflation reports, job updates, and Fed meetings.

07/04/2025

🎆 Happy Independence Day! 🎇

Today, we celebrate the land of the free and the home of the brave! On this day in 1776, our nation declared independence, paving the way for freedom, opportunity, and the American spirit we cherish today. 🎉🗽

As we enjoy fireworks, BBQs, and time with loved ones, let’s remember the courage and sacrifice that built this great nation. 🍔🌭

Happy Birthday, America! 🎂🎈

06/15/2025

Happy Father's Day to the dads who make a difference in every way.

05/29/2025

👀📊Check out the potential benefits of starting early and saving consistently. With a 529 plan, even modest monthly contributions can grow significantly over time.

Here are a few points to consider:
📚 529 plans are an effective college savings vehicle with potential tax advantages.
📚Any family member can contribute or even set up a plan (Grandparents love this!).
📚Withdrawals for education expenses are federally and usually state tax-free.
📚Under certain conditions, some funds can now be rolled over into a Roth IRA.

Starting early can make a big difference!



A 529 plan is a tax-advantaged college savings plan. Before choosing a plan, it's important to consider not only the state tax treatment, but also any associated fees and expenses. Availability of a state tax deduction will depend on your state of residence, as state tax laws and treatment may vary from federal tax laws. If you make nonqualified distributions, earnings will be subject to income tax and a 10% federal penalty tax.