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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My 11-year-old son, Archer, is in the sixth grade. Tiffany and I recently gifted him his first iPhone. As a society, we often take for granted the incredible technology we hold at our fingertips. His iPhone 15 boasts 256 gigabytes of storage and runs on the Apple A16 Bionic Chip. For context, a gigabyte represents a billion bytes, so 256 billion bytes...
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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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| One of the most exciting questions people face as they approach retirement is: Where do I want to live? For some, the answer is simple—close to family, in the same community they’ve always known, or in a warmer climate they’ve dreamed about for years...
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| Our Favorite Things About Fall |
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Brian’s Faves – Pumpkin lattes, leaves changing colors, hoodies, baseball postseason, football season, family time and Tiffany’s birthday
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| Dustin’s Faves – Decorating the house with his wife Shelby, pumpkin spice everything, football season, crockpot food and Bengston’s Pumpkin Farm in Homer Glen
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Debi’s Faves – College football, scary movies, Halloween decorating, bonfires and taco soup
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| Philip’s Faves – Halloween candy and caramel desserts
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Tiffany’s Faves – Mumms, using the fire pit, kids at school and Halloween
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| Jack’s Faves – English Premier League, trees changing color, Halloween movies and pants weather
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Upcoming Events & Observances |
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| 10.8 WEBINAR 3:15 PM CENTRAL
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FEATURING:
Veteran Navy SEAL Officer John Choate
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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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