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 have changed the names to protect the identity of the folks involved in the story. I do believe broken things stay broken in the dark. So in that spirit, if we bring this story to light, maybe
we can help someone that you
care about...
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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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| The federal government is preparing to launch its new savings program. Trump Accounts (TA), a new tax-advantaged investment vehicle, is designed to give children a financial headstart. Set to open in 2026, these accounts combine public funding, private philanthropy, and long-term investment incentives to help families build wealth for their children’s futures...
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- Valentine’s Day became associated with love in the 14th century, with Geoffrey Chaucer linking it to birds finding mates on February 14th in his poem “Parliament of Foules”. He wrote “For this was on Seynt Valentynes day, Whan every foul cometh ther to chese his make.”
- Richard Cadbury produced the first heart-shaped box of chocolates for the holiday in 1861.
- “Conversation Hearts” originated as medical lozenges for sore throats, with the sweet messages added later.
- Around 10% of all marriage proposals occur on Valentine’s Day.
- According to Hallmark, Americans send 145 million Valentine’s Day cards each year.
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Upcoming Events & Observances |
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2.11 WEBINAR
3:15 PM CENTRAL
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| 2.16 MARKET CLOSED Presidents Day
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2025/2026 Roth IRA Contributions: The deadline to contribute to your IRA for the 2025 tax year is April 15, 2026. This applies to both Traditional and Roth IRAs. Make sure to complete your contributions by this date to ensure they count for the 2025 tax year.
2026 Required Minimum Distributions:
Please reach out to our team to discuss your 2026 Required Minimum Distribution strategy.
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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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