Wealth Management from the Heart! |
Don't stop with this month's insights. Unlock a library of educational articles from Brian, Dustin, and Jack covering retirement, investing, tax strategies, and wealth management. Start exploring Here. |
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I certainly hear this quite a bit, so I thought it might be a good time to address it. When the markets are up, it feels good to look at your accounts, but this can give you a false sense of security. History has shown... |
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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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| Many business owners aren't getting as much out of their 401(k) as they could. Some can't contribute the full amount because the plan fails the testing the IRS requires each year. Others have a plan that was set up years ago and no longer fits... |
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401(k)s don’t need to be complicated. Think of managing yours like rounding the bases in baseball: each base represents an important step. Here are the four steps to help you cover every base and bring your retirement savings home. First Base: Put Away What You... |
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| Jack Finnegan Wealth Planning Associate Magnan Family Wealth Management |
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Upcoming Events & Observances |
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11/3 ELECTION DAY | 11/11 VETERANS DAY | 11/26 THANKSGIVING MARKET & OFFICE CLOSED | 11/27 BLACK FRIDAY MARKET & OFFICE CLOSED @ 12 NOON CST |
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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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