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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A conference in Fort Lauderdale in February sounded extremely attractive when I booked it. The freezing weather in the last few weeks made it even more attractive. The conference and beach both exceeded my expectations. I used a ride share app as my transportation back to the airport... |
| 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 |
| In recent months, a good portion of our client reviews has gravitated toward a single, recurring theme: the necessity of a robust estate plan. While many view estate planning as a somber task (or perhaps a chore to be deferred to a later date) we view it through a different lens. It is, quite simply, one of the most proactive and protective measures you can take for your family and your financial legacy... |
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| We are honored to announce that our team has been recognized as a 2026 Forbes Best-In-State Wealth Management Team |
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Thank you for your continued trust and support! |
2026 Forbes Best-in-State Wealth Management Teams: Awarded January 2026; Data compiled by SHOOK Research LLC based on the time period from 3/31/24 - 3/31/25 (Source: Forbes.com). The Forbes Best-in-State Wealth Management Teams rating algorithm is based on the previous year's industry experience, interviews, compliance records, assets under management (minimum variable by state), revenue and other criteria by SHOOK Research, LLC. Investment performance is not a criterion. Self-completed survey was used for rating. This rating is not related to the quality of the investment advice and based solely on the disclosed criteria. 12,787 wealth management teams were considered for the rating; 6,149 (48% of candidates) were named 2026 Forbes Best-in-State Wealth Management Teams. |
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- March, named after the Roman god of war Mars, was originally the first month of the year in the Roman calendar.
- “In Like a Lion, Out Like a Lamb”. This proverb refers to March often starting with stormy weather and ending with calmer spring weather.
- Daylight Saving Time begins on March 8th requiring clocks to spring forward.
- The Ides of March: Julius Caesar was warned to “beware” this date, which corresponds to March 15 and was a deadline for settling debts in Rome.
- Vernal Equinox: March 20, 2026, at 9:46 AM CT. The astronomical first day of spring and marks the moment the sun crosses the equator, bringing nearly equal day and night.
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Upcoming Events & Observances |
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| 3.11 WEBINAR
3:15 PM CENTRAL |
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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.
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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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