January 2026

We’ve put together two educational essays to help you navigate retirement planning. Click “Read More” to explore each one in full.

Using history as our guide, the average intra-year decline is about 15%.  This is measured from the highest point in a calendar year to the lowest point before recovery...

Brian A. Magnan, CFP^®, CEPA^®, AIF^®

Director

Magnan Family Wealth Management

Dustin A. Husarik, CFP^®
Executive Vice President – Financial Advisor
Magnan Family Wealth Management

As the calendar turns to a new year, many of us set goals to improve our health, relationships, or careers. But one area that often gets overlooked is our financial well‑being. Just like exercising regularly or eating better, small, consistent steps in your financial life can compound into meaningful long‑term results....

Brian – Weigh less than 200 lbs.

Dustin – I’ve been putting more and more video content on LinkedIn. My new year’s resolution is to improve overall production quality (message and editing) by 1% each time and post at least once per week.

Philip – Learn a new skill! Thinking of Indian Cooking

Debi – Minimize “stuff” and organize my home

Tiffany – Say “no” more often and not over-schedule myself.

Jack – Complete all my licensing exams and smile more.

1.1

MARKET CLOSED

New Year's Day

1.19

MARKET CLOSED

Martin Luther King, Jr. Day

2025/2026 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.

GUIDANCE 

The Guidance page includes important reference tables that we will add to throughout the year.

CONTACT US

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.