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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I just watched a movie by a fellow Chicagoan and Chicago Cubs fan, John Cusack, called High Fidelity. The movie is littered with stars who went on to great careers, but the charming part for me is how the main characters create Top-5 lists of songs for different life events. In that spirit, here is my Top-5 soundtrack... |
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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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| Over the past few weeks, many of us throughout Chicagoland have experienced a series of powerful storms. Living in Northwest Indiana, I've seen firsthand the destruction they can leave behind. In fact, this recent stretch of severe weather has caused more damage than I have ever witnessed in any community I've lived in. Watching massive trees uprooted, neighborhoods without power, and families dealing with unexpected hardship serves as a powerful reminder of how quickly conditions can change... |
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Upcoming Events & Observances |
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| 9.7 MARKET CLOSED Labor Day |
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| 9.10 CLIENT DINNER An Evening with
Nick Murray |
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| | 10.7 IDENTITY THEFT Presentation Via Teams |
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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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