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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If you can read this, you have lived through a bear market. More likely, you have experienced multiple bear markets with your investments. Either way - each bear market we go through, the general public has the same emotional reaction - surprise, then panic. I have found by talking through the specifics of these price declines with folks, they have a higher likelihood of success in avoiding a wealth-destroying mistake.... |
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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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| Fraud aimed at investors and retirees isn’t slowing down, it’s evolving. Scammers are using new tools, including AI, to make their schemes more convincing than ever. Here’s what’s happening right now, and simple steps you can take to keep your accounts and identity safe... |
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Brian – Wisconsin w/ family Dustin – Traverse City, MI Jack – New York City, NY Philip – London, Madrid & Paris Lisa – Michigan w/ Mom |
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If you would like to reach
us via Text Message: |
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Brian A. Magnan, CFP®, AIF®, CEPA®, Director : (312) 820 – 9059 Dustin A. Husarik, CFP®,Executive Vice President, Financial Advisor : (872) 327 – 2675 Philip J. Harwood, Vice President, Senior Registered Client Associate : (872) 309 - 4308 Lisa A. Ciske, Administrative Assistant : (630) 426 – 7815 Jack R. Finnegan, Wealth Planning Associate : (708) 726 – 5188 |
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2026 IRA/Roth IRA Contributions: The deadline to contribute to your IRA for the 2026 tax year is April 15, 2027. This applies to both Traditional and Roth IRAs. Make sure to complete your contributions by this date to ensure they count for the 2026 tax year.
2026 Required Minimum Distributions:
Please reach out to our team to discuss your 2026 Required Minimum Distribution strategy. |
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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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