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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The other day, I was chatting with a few friends about how our fathers aren’t in the best of health. One of them suggested writing a eulogy for our fathers while they’re still alive. Since Father’s Day is in June, I thought this might be an opportune time to do it
To give you a bit of background, my father, Art, is 84 years old and has primary progressive aphasia (PPA), which is the inability to recall words... |
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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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| Since our last update, the federal government and private sector have moved quickly to finalize the rollout of “Trump Accounts” (TAs). With the official launch date set for July 4th, 2026, coinciding with the nations 250th anniversary, we now have clarity on the financial institutions involved, the exact enrollment process, and how the philanthropic “bonus” from Susan and Michael Dell will be distributed... |
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Lisa A. Ciske – Administrative Assistant |
Lisa A. Ciske serves as the Administrative Assistant at Magnan Family Wealth Management, where she supports the team with day-to-day operations and helps keep the office running smoothly. With a strong background in customer service and operations, Lisa brings a thoughtful, organized approach to supporting both advisors and clients. Prior to joining the team, Lisa spent 10 years working in the IRA department at Harris Bank/BMO, where she developed extensive knowledge of individual retirement accounts and government regulations. One of the professional accomplishments she is most proud of is training fellow bankers on procedures and compliance requirements. Lisa earned her Bachelor’s degree in Economics from Northern Illinois University. Originally from Michigan, Lisa married her college sweetheart, Bill, and they now reside on two acres in Lombard. For many years, Lisa focused on raising their two sons, Arran and Connor, while also helping manage her husband’s construction business. During that time, she was heavily involved in her sons’ Cub Scout and Boy Scout troops, helping organize large events and activities throughout the years. Both of their sons went on to achieve the rank of Eagle Scout. Outside of work, Lisa enjoys gardening, working on their property, taking long walks with her husband through local forest preserves, and spending time with her 88-year-old mother. One of her favorite family memories was taking their sons on a Disney vacation that included both a Disney Cruise and time at the parks. |
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Upcoming Events & Observances |
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| 6.19 Market Closed in Observance
of Junteenth |
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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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| 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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