We've put together two educational essays as resources for planning for retirement. Simply click on 'read more' for the full essay.
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After decades of wealth planning for individuals, I have come to realize that losses cause exponentially more pain than gains provide pleasure. However, it has become increasingly evident in recent years that uncertainty is the ultimate fear...
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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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| Most people spend decades asking questions centered around how they save for retirement, and very little time considering how to take money out once that time comes. Believe it or not, the order in which you withdraw from your accounts (Your Liquidation Strategy) can have a significant impact on your retirement...
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| Our Favorite Thanksgiving Dishes |
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Brian’s Fave – Turkey with Cranberries
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| Dustin’s Fave – Pumpkin Pie
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Debi’s Fave – Cornbread Dressing and Pumpkin Pie
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| Philip’s Fave – Dressing. Philip likes to mix it up with southern flavors and even seafood.
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Tiffany’s Fave – Mashed Potatoes and Fruit Tarts
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| Jack’s Fave – Mashed Potatoes
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Upcoming Events & Observances |
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| 11.27 MARKET CLOSED, Thanksgiving Day
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| 11.28 MARKET CLOSES AT 12 PM CENTRAL Black Friday
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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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