Wealth Management from the Heart! |
We’ve put together two educational essays to help you navigate retirement planning. Click “Read More” to explore each one in full. |
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RAIN, SNOW, AND
TOTAL RETURN |
Our office is located in the western suburbs of Chicago, where the weather can change quickly. Today started with rain in the morning, turned into a snowstorm at lunch, and finished with a beautiful sunset in the evening. (In case you’re wondering, we don’t live here for the weather—but I digress... |
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| Brian A. Magnan, CFP®, CEPA®, AIF® Director Magnan Family Wealth Management |
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Dustin A. Husarik, CFP®
Executive Vice President – Financial Advisor
Magnan Family Wealth Management |
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| THE MOST EXPENSIVE MISTAKE |
This month’s newsletter is focused on a conversation we have been having with clients quite a bit lately. That is, making a decision on your pension options as you transition into retirement. |
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Favorite Things About Spring |
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Brian & Dustin's Fave – Baseball |
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| Philip's Fav – Making Easter Eggs |
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Debi's Fave – Patio Weather |
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| Jack's Fave – Fresh Air & Bass Fishing |
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| Tiffany's Fave – Spring Break & Planting Flowers |
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Upcoming Events & Observances |
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4.3 MARKET CLOSED Good Friday |
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2025/2026 IRA/Roth IRA Contributions: The deadline to contribute to your IRA for the 2025 tax year is April 15, 2026. This applies to both Traditional and Roth IRAs. Make sure to complete your contributions by this date to ensure they count for the 2025 tax year.
2026 Required Minimum Distributions:
Please reach out to our team to discuss your 2026 Required Minimum Distribution strategy. |
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| The Guidance page includes important reference tables that we will add to throughout the year. |
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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC. Magnan Family Wealth Management is a separate entity from WFAFN. |
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