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.
Planning for retirement can be overwhelming, but you don't have to do it on your own. Working with Third Coast Wealth Advisors can help you feel more confident about planning for the future. Let's work together on creating a retirement plan that is right for you.
Wildfires across California have caused widespread devastation to homes, businesses and communities. Let’s send a message that help is on the way by volunteering or donating. For every $2 you donate through Thrivent's online giving platform Thrivent will add $1. Thrivent will also pay all the processing fees so 100% will go directly to the cause.
Learn how you can amplify your impact: https://bit.ly/3Wg8iGV
Make a plan to thrive in 2025 👏 >> https://bit.ly/40jZ6UA
Recognized annually in January, #FinancialWellnessMonth casts a spotlight on the importance of holistic financial health. Following a busy holiday season, Financial Wellness Month is an opportunity for individuals to reassess, recalibrate, and reinforce their financial foundations for the new year to come.
Wishing you and your family a Merry Christmas as we celebrate the birth of our Savior.
“Today in the town of David a Savior has been born to you; He is the Messiah, the Lord.” — Luke 2:11
It's beginning to look a lot like ... a great time to determine if these financial steps are right for you.
We couldn't have done it without you! Because of your generosity, Safe Harbor of Sheboygan County will have resources to continue to provide support to those impacted most by domestic violence, sexual assault, and human trafficking in our community. Together, we raised over $12,000 and contributed many items to support some of the organization's ongoing and most basic needs to provide services. Thank you so much for making a difference. We look forward to seeing you at future events and continuing to make a positive impact together.
Looking for ways to give the gift of generosity this holiday season? 🎁 Here are some ideas to get you started.
Wondering how taxes can impact you when you’re in retirement? Here to help answer questions on your mind. Let’s connect!
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Join our team at two great events happening TONIGHT to kick off the Christmas season!
Starting at 4:00, downtown Oostburg will be abuzz with food vendors and anticipation of the Christmas parade which starts at 5:00 pm. We will be serving Pumpkin Pie in a Cup - 100% of the proceeds benefit Safe Harbor.
Then 6:30 - 9:00 pm our team will be volunteering at Making Spirits Bright in Sheboygan. Non-perishable food items will be collected for the Sheboygan County Food Bank.
We look forward to seeing tonight!
#thirdcoastwealthadvisors #Christmas #livegenerously
Thanksgiving is a special time to gather with loved ones. We break bread together, count our blessings and share our gratitude for the things that matter most.
Happy Thanksgiving to you and yours!
It’s a milestone to celebrate when your children are adults and no longer financially dependent on you. But now what? From rebalancing your budget to reviewing your savings strategy, take a look at these tips to refocus your finances now that your nest is empty >> https://bit.ly/empty_nest_thrivent
Just a reminder our offices will be closed Thursday & Friday this week for Thanksgiving.
Have a safe and Happy Thanksgiving 🍁🦃 🍽️ weekend!
You can still enjoy the holiday season without compromising your budget. Here are some ideas for low-cost activities to do with the family!
❄️ Bake cookies at home
❄️ Holiday movie night
❄️ Decorate gingerbread houses