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
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.