Staying on Track for 2024 Goals

Dustin A. Husarik, CFP®
Vice President – Financial Advisor
Magnan Family Wealth Management


As we reach the midpoint of 2024, it’s an opportune time to conduct a mid-year financial check-up to ensure you’re on target to meet your goals.

Start by assessing your savings goals.  If you’re in retirement, do you have enough set aside to cover near term living expenses and major purchases?  If you’re working towards retirement, are you saving enough to fully fund your retirement as outlined in your plan?
 
Next, take a proactive approach to tax planning by reviewing your plan and exploring strategies to minimize tax liabilities.  We can help identify strategies that may improve your tax liability for 2024.
 
Additionally, confirm your insurance coverage is up-to-date and comprehensive. Review policies for health, life, home, auto, and liability.  Consolidate where feasible and adjust coverage levels as needed.
 
Lastly, focus on getting organized financially.  Consolidating accounts where possible can enhance clarity, efficiency, and effectiveness in managing your finances.  This ensures your investments are aligned with your long-term goals. 
 
Take a look at our checklist and schedule an appointment for assistance with items that are top of mind.







Investment products and services are offed through Wells Fargo Advisors Financial Network, LLC (WFAFN), Member SIPC.  Magnan Family Wealth Management is a seperate entity from WFAFN. 



Magnan Family Wealth Management

Investment and Insurance Products are:

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Investment products and services are offered through Wells Fargo Advisors Financial Network, LLC (WFAFN). Wells Fargo Advisors is the trade name used by Wells Fargo Clearing Services, LLC and WFAFN, Members SIPC, separate registered broker-dealers and non-bank affiliates of Wells Fargo & Company. Any other referenced entity is a separate entity from WFAFN.

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