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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Well, hard but simple. All you need to do are three things: 1. Get the purchase right. 2. Get the sale right. 3. Pay taxes...
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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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| After a decade as a Financial Advisor, I’ve come to realize that the most valuable lessons aren’t found in textbooks or market reports — they’re learned through conversations, challenges, and the quiet moments when a client finally says, “I feel better now.” Here are 10 truths that have shaped how I work, think, and serve...
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| Our Favorite Childhood
Holiday Gifts |
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Brian’s Fave – Star Wars toys specifically The Millennium Falcon
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| Dustin’s Fave – Air Hockey Table
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Debi’s Fave – Roller Skates
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Tiffany’s Fave – Pink bike with white wheels
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| Jack’s Fave – New Soccer Equipment
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Upcoming Events & Observances |
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12.24 MARKET CLOSES AT 12 PM CENTRAL Christmas Eve
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| 12.25 MARKET CLOSED Christmas Day
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| 1.1 MARKET CLOSED New Years Day
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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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| 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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