Connor Buchanan - Financial Advisor

10/31/2023

Tax deferred assets don’t require you to pay tax on gains until withdrawn. Let’s see where you can save. https://bit.ly/3tQsFPz.

10/27/2023

Did you know only 15 percent of small business owners have a succession plan? Talk to me today about your business’ future.

10/26/2023

Tax-Loss Harvesting can be a useful strategy to help you reduce taxes when it’s time to file. Let’s go over professionally managed, diversified strategies that may help lower your tax bill.

Tax shelters aren’t just for the rich. Everyday investors should use the strategy called tax-loss harvesting too. Here's how it works.

10/25/2023

You need your annuity to do more than just provide fixed rates.

Gain the flexibility you need to help grow your retirement assets.

https://bit.ly/3QvyfQt.

10/24/2023

You don’t know what you don’t know! Fortunately, I can help educate you on life insurance solutions to fit your unique needs and budget. Let’s start the conversation today.

10/24/2023

Completing tax forms may be a chore, but doing so can unearth new financial opportunities. Let’s talk.

https://bit.ly/3s3dYYX.

10/23/2023

Are you helping a loved one fund their higher education? As a co-signer or borrower for others, now is a good time to consider student loan repayment and refinance solutions. I can help.

10/19/2023

Your retirement needs a plan that can protect your future income. Let’s talk about variable annuity options that can help you stay ahead of rising costs. https://www.investor.gov/introduction-investing/investing-basics/investment-products/insurance-products/variable-annuities.

10/17/2023

If you have term life insurance with the option to convert to permanent life insurance, you probably have some questions. We can help: https://blog.massmutual.com/insurance/policyowners-should-ask-about-term-perm-conversions

10/12/2023

It can feel like a full-time job managing your wealth, especially if you have complex financial needs. Let's talk through how specialized services can help you plan for your future. https://bit.ly/3Fc7ASn.

10/11/2023

Diversify your portfolio with guaranteed growth year after year.

Let’s plan for a longer retirement journey. Contact me today.

https://bit.ly/3ZOKuKY.

10/10/2023

Are you one of the many Americans who has “get life insurance” still on the to-do list? Let’s talk about putting a plan in place to protect your family. https://blog.massmutual.com/insurance/life-insurance-budget.