We've put together two educational essays as resources for planning for retirement. Simply click on 'read more' for the full essay.
|
|
|
This summer, my family checked a bucket-list item off our list with a trip to Greece’s islands—a dream my wife shared on our third date 17 years ago (outside a bar near the Music Box Theatre, where she graciously covered my parking ticket!). Beyond memories, this trip was about teaching our kids values to pass on, just as we help you build a legacy for your family...
|
| Brian A. Magnan, CFP®, CEPA®, AIF® Director Mangan Family Wealth Management
|
|
|
Dustin A. Husarik, CFP®
Executive Vice President – Financial Advisor
Magnan Family Wealth Management
|
| THAT SET US UP FOR FINANCIAL SUCCESS |
In this month’s newsletter, I want to pull back the curtain and share how we approach our personal finances as a couple, the conversations we have, and some of the early decisions that helped us get where we are today...
|
|
|
Brian and Tiffany enjoyed a bucket list trip to Greece with their family.
|
|
|
Phillip traveled to Paris and visited the recently restored Notre Dame.
|
|
|
Upcoming Events & Observances |
|
|
| 9.10 WEBINAR 3:15 PM CENTRAL
|
| 9.24 WEBINAR 3:15 PM CENTRAL
|
| |
|
2025 Roth IRA Contributions
2025 Required Minimum Distributions:
Please reach out to our team to discuss your 2025 Required Minimum Distribution strategy.
401(k) Review:
We’re happy to assist in making 401(k) decisions (Roth vs Traditional, Investment Options, Deferral Percentage, Beneficiary Updates, etc.)
2025 Tax Reduction Ideas:
Reach out to us to discuss possible tax reductions.
529 Contributions Wells Fargo Advisors Financial Network does not provide legal or tax advice.
|
|
|
| Jack R. Finnegan
Wealth Planning Associate |
| |
|
As a new hire, Jack is built to be endurant. In his role as a Wealth Planning Associate, Jack primarily aids Brian Magnan, Director and Dustin Husarik, Financial Advisor through the refinement of client’s wealth planning. Jack’s diligent demeanor allows him to also support Debi Turner, Senior Branch Administrator and Philip Harwood, Senior Registered Client Associate with day-to-day tasks. Jack brings poise and energy to our already dynamic team.
|
|
|
| Jack is a recent graduate of the University of Wisconsin-Madison, where he played collegiate soccer and received a degree in Financial Planning. Jack then went on to begin his Master’s degree at the University of Illinois-Chicago, where he also played soccer. Jack currently resides in the southwest suburbs of Chicago, where he was born and raised. Jack is a sports-oriented individual who loves to go for runs and improve his fitness. He is also a passionate bass fisherman who loves to spend his weekends in Wisconsin. In his free time, you may find him with his friends around Chicago’s Lakeview area.
|
|
|
Reading, Watching, Listening |
What is Jack currently reading, watching and listening to?
|
|
|
| “Liar’s Poker” By Michael Lewis
|
“Wednesday” While attending Nevermore Academy, Wednesday Addams attempts to master her emerging psychic ability, thwart a killing spree and solve the mystery that embroiled her parents 25 years ago.
|
"Animal Spirits" With Ben Carlson and Michael Batnick
|
| |
|
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.
|
|
|
|
