Are you exposed to Estate Tax Implications?
Often times our clients think Estate Taxes are a tax that will never affect them, however, with the amount of growth your estate may experience over the next few decades, it may affect you more than you think. Pay attention to this in light of your overall financial planning. It is very hard to fix this issue after it's too late.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional. See thrivent.com/social for important disclosures.
S&P Global Ratings Affirms Thrivent’s AA+ (Very Strong) Rating with Stable Outlook
Proud to be part of a financially strong and stable organization committed to serving clients for the long-term! S&P, an independent rating agency, recently affirmed Thrivent’s AA+ (Very Strong) rating along with a stable outlook. Learn more. ⬇️
“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.
Check out the latest news from our office -
https://bit.ly/ThirdCoastSpring2025
Check out the latest news from our office -
https://bit.ly/ThirdCoastSpring2025
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 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.
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