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News and Insights

“Am I too young to start a financial plan?” Sometimes we get asked this question and the answer is a resounding ‘NO’! Its never too early and there are things you can be doing in your 30’s and 40’s to make sure you achieve your goals later in life. ▪️ Doing a holistic financial plan before retirement could afford you the following advantages… ▪️ Setting goals now and for the future ▪️ Maximizing employer sponsored benefits like 401k/403b contributions, deferred comp, stock options, etc. ▪️ Establishing a savings plan with proper allocation to grow with you Understanding your effective tax rate now versus the future, and strategies that could make your portfolio more tax efficient Are you ready for your holistic plan? Let’s connect! For disclosure information, see thrivent.com/social.

You might hear “Stay the course” a lot during times of market uncertainty and volatility. But is it right for you? Maybe not, especially if you don’t have a holistic financial plan. There might be an opportunity to do one or more of the following: - Review your financial plan - Change your portfolio allocation - Rebalance your portfolio - Timely tax strategies Don’t have a holistic plan? Have questions what to do? Reach out and let’s connect! Disclosures: thrivent.com/social

Save the date! The Live Your Best Life golf event will be held at The Baths of Blackwolf Run on Saturday, August 23, 11:00 - 2:30. Registration will open soon. 100% of the proceeds will be donated to Children's Wisconsin https://bit.ly/2024liveyourbestlife #liveyourbestlife #childrenswisconsin #thirdcoastwealthadvisors #destinationkohler Children's Wisconsin is not affiliated with or endorsed by Thrivent. No products will be sold. For more information visit Thrivent.com/social.

We’re amazed by how our clients have used Thrivent Choice dollars and Action Teams to create incredible change in their communities. Together, you’ve directed over $4.6M and contributed 48,233 volunteer hours—what an impact! Looking forward to seeing what we accomplish together in 2025! #livegenerously #thirdcoastwealthadvisors Disclosures: thrivent.com/social

Have you wondered how you can optimize Social Security or how much you can expect to receive from other income sources? Join us next week for our free Social Security: Timing Is Everything workshop on Tuesday, April 15. Register now: https://bit.ly/41525SS No products will be sold.

Market uncertainty: Tariffs and economic policy drive volatility

Uncertainty around economic and trade policies is weighing on confidence for both individuals and businesses. Read more from Thrivent's Chief Investment Strategist on current volatility and other market conditions.

Check out the latest news from our office - https://bit.ly/ThirdCoastSpring2025

Enjoy retirement income without the guesswork

You've spent years building your retirement nest egg—now let's make it work for you. Let's discuss how to turn your savings into steady, reliable income that lasts.

At Third Coast Wealth Advisors, we feel it’s important to extend our support to those experiencing changes to their job situation or their benefits with local employers. That’s why we are offering a no-obligation, one-hour consultation to discuss and help answer your questions. Because we don’t just build a financial plan together; we do life together. Want to learn more? Visit our website and use the “Contact” form. See thrivent.com/social for important disclosures. 6534432.1

Social Security Fairness Act: How the WEP & GPO repeal may affect your benefits

Earlier this year, the Social Security Fairness Act was signed into law. If you or a loved one has ever worked in the public sector, the SSFA may impact retirement income and prompt you to consider some strategy adjustments. Take a look at this resource for more information. If you’d like to discuss how this act may impact your retirement plans, let’s set up a meeting.

March 2025 Market Update: Volatility returns

The early economic data for 2025 has shown volatility. Thrivent Asset Management discusses how this changes our outlook in the March Market Update.

March is Women’s History Month—a time to reflect on the impact of women past and present. From leaders and innovators to mentors and friends, women shape our communities in powerful ways. Who is a woman that has made a difference in your life? Let’s celebrate them together!

Our team has national resources with local impact. #thirdcoastwealthadvisors #livegenerously Disclosures: Thrivent .com/social

Caroline is draft ready! 🏈 Our team has a heart for Children's Wisconsin and the lifesaving impact that they have within our team and in our community. If you want to support Children's before our Live Your Best Life events in August, here is a great opportunity. On April 12 the Green Bay Packers will be concluding their 2025 Tailgate Tour in Green Bay with an event benefitting Children’s Wisconsin. Caroline has been invited to get her name called, walk the red carpet and be drafted! Please consider attending this fun event where current and former players will also be attending. Tickets are on sale now and can be purchased https://support.childrenswi.org/event/2025-packers-tailgate-tour/e654450 #childrenswi #liveyourbestlife #livegenerously See thrivent.com/social for important disclosures.

Scams in the spotlight

With financial scams on the rise, it’s crucial to understand what they look like and how to safeguard your assets. Learn more about the different scams you should keep an eye out for and how to protect yourself from falling victim. ⬇️

Risk tolerance. Investment budget. Diversification. Tax implications. Have these topics been on your mind lately? Together, we can review your financial picture and design a plan that can help you reach your short- and long-term goals. See thrivent.com/social for important disclosures.

Retirement is about crafting a life of purpose and fulfillment. What truly matters? Purpose, Relationships, Health, Legacy, Faith? Numbers are important, but they're just tools to support your greater purpose. What does your ideal retirement look like beyond the financials? #ThirdCoastWealthAdvisors #RetirementPlanning Disclosures: thrivent.com/social

Generosity is important to Third Coast Wealth Advisors, Thrivent, and our members. Thrivent Choice®️ provides a platform for members to have a financial impact on the causes and nonprofits they care about. Click on the below link and see where you can direct your Thrivent Choice®️ Dollars! https://www.thrivent.com/about-us/membership/thrivent-choice or to direct by phone, call call 800-847-4836 and say “Thrivent Choice.” #generosity #thirdcoastwealthadvisors #getinvolved #makeadifference For disclosure information, see thrivent.com/social.

We’re passionate about giving back and invite you to join us in 2025. As an incentive, our team will be giving away a Stanley or Yeti each month, starting in February, to a client that hosts a Thrivent Action team, then posts a photo of their project and tags both the organization that benefitted from their generosity and Third Coast Wealth Advisors on Facebook. One winner will be chosen at random each month. If you’re interested in impacting your community with one of your Thrivent Action Teams, consider one of the ideas below. Together we can live generously! 🎇 Build a wheelchair ramp. 🎇 Thank your local fire or police departments with an appreciation dessert or lunch. 🎇 Prepare a meal to serve to local teachers. 🎇 Assemble children’s birthday bags for a local food pantry. 🎇 Create new puppy or kitty kits (food, collar, toys, etc.) for families that adopt a four-legged family member from a local shelter. 🎇 Pack care kits for patients. 🎇 Bake cookies or bread and surprise the neighbors with your treats. 🎇 Plan and host a car maintenance workshop. For additional ideas visit www.thrivent.cotribute.co/community/thrivent-action-teams/detail See thrivent.com/social for important disclosures.