We've put together two educational essays as resources for planning for retirement. Simply click on 'read more' for the full essay. |
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In August 1963, Dr. Martin Luther King Jr. delivered his iconic “I Have a Dream” speech, a powerful call for equality and freedom. Inspired by his vision, I share my own dream in this August newsletter: financial independence for all who pursue it... |
| Brian A. Magnan, CFP®, CEPA®, AIF® Director Mangan Family Wealth Management |
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Dustin A. Husarik, CFP®
Executive Vice President – Financial Advisor
Magnan Family Wealth Management |
| A POWERFUL WAY TO SUPPORT YOUR CHILD OR GRANDCHILD'S FUTURE |
One of the most meaningful gifts you can give a young person is a head start on their financial future—and few strategies are more impactful than encouraging them to contribute to a Roth IRA through a match savings program... |
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Brian and Tiffany attended a Cubs game |
| Brian and Tiffany’s daughter Blaire at a 4th of July celebration |
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Dustin and Shelby played golf on his birthday |
| Debi and David playing pickleball |
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Upcoming Events & Observances |
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| 8.13 WEBINAR 3:15 PM CENTRAL |
| 8.27 WEBINAR 3:15 PM CENTRAL |
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| 9.01 LABOR DAY *MARKETS CLOSED |
Honoring the hard work of all American workers |
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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. |
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Reading, Watching, Listening |
What is Tiffany currently reading, watching and listening to? |
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| “Wrong Place, Wrong Time” By Gillian McAllister |
“Ginny & Georgia” Georgia Miller arrives in the quaint New England town of Wellsbury with her daughter, Ginny, and her son, Austin, to put down roots after years on the run. |
Benson Boone Currently listening to his music to prep for the concert I’m taking Blaire to.
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| The Guidance page includes important reference tables that we will add to throughout the year. |
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Are Crumble’s Just for Cooler Months? |
I am sure many of us have fond memories of a homemade apple crumble on a cold Fall or Winter's evening, made with love by a Mom or Grandmother. But to me crumble evokes summer dining memories. While I grew up as a city kid my parents came from a long line of farmers, apple orchardist in Tasmania Australia, where we would spend our summers. In addition to apples, they grew a large variety of vegetables and fruits. During the summer there was always a seemingly endless supply of plums, greengages, apricots, peaches, nectarines, rhubarb, blackberries, raspberries and cherries. There were also milking cows on the property and butter was churned every Thursday. For a hard-working woman on the land with a supply of fruits and butter, the humble crumble was a staple all summer. Large amounts were made to ensure there were leftovers at breakfast time for the bottomless pits of myself and my many cousins. That said, there was usually no crumble topping left by the morning, just stewed fruits for our cereal. |
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| - 1 stick of butter at room temperature
- 1 cup of flour
- ½ cup of sugar (½ cup of brown sugar for caramel flavor or ¼ brown sugar & ¼ white sugar for fruitier flavor)
- Mix ingredients together with your fingertips until all the butter is worked in
- Sprinkle water on top of your sliced or chopped fruit and place mixture on top of fruit
- Bake at 380 degrees for 20 to 30 minutes
- Can add lightly toasted almonds on top to make it fancy!
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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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