Third Coast Wealth Advisors - Thrivent

Call Directions Website

Third Coast Wealth Advisors - Thrivent Redefining purpose in wealth management to build trust and create meaningful legacies that positively impact the future.

Thrivent Financial Professionals may only conduct business with residents of the states and/or jurisdictions in which they are licensed. For licensing and practice information click the website link in the additional contact information section above. For Thrivent privacy policy, social media guidelines, and important disclosure information visit Thrivent.com/privacyandsocial.

10/13/2026

Join us at the Sheboygan County Food Bank until 5:00 pm!

Join us TOMORROW, Tuesday, October 13 | 3:00 - 5:00 pm at the Sheboygan County Food Bank 3115 N. 21st Street, Sheboygan...
10/12/2026

Join us TOMORROW, Tuesday, October 13 | 3:00 - 5:00 pm at the Sheboygan County Food Bank 3115 N. 21st Street, Sheboygan for our first shred event and food drive. See below for a list of accepted and unacceptable items. We hope to see you there!
What to Bring:
✅ Paper only: tax forms, junk mail, checks, file folders, blueprints, photographs, clean paper, file folders.
✅ Remove staples, paper clips, binder clips, rubber bands.
✅ Please use paper bags (plastic bags cannot be shredded) 50 lbs max.
🚫 Not Accepted: 3-ring binders, hanging file folders, cardboard, large clips, hardcover books, telephone books, plastic bags, packing materials, transparencies, ID badges, licenses, credit cards, CDs, DVDs, tapes, disks, backup tapes, VCR tapes, common trash, hazardous or medical waste materials, magnetic media, x-rays, rx bottles, computers and accessories, microfilm, microfiche, paraffin blocks, glass slides.
❤️ Give Back, Too! Bring one bag of food for each bag of shredding you bring.
We’ll also be collecting canned soup, canned tuna, canned chicken, canned fruit, pasta, pasta sauce, hygiene items (toothpaste, shampoo, body wash, deodorant, etc.), and monetary donations to support the Sheboygan County Food Bank.

Join us! Tuesday, October 13 | 3:00 - 5:00 pm at the Sheboygan County Food Bank 3115 N. 21st Street, Sheboygan for our f...
10/07/2026

Join us! Tuesday, October 13 | 3:00 - 5:00 pm at the Sheboygan County Food Bank 3115 N. 21st Street, Sheboygan for our first shred event and food drive. See below for a list of accepted and unacceptable items. We hope to see you there!

What to Bring:
✅ Paper only: tax forms, junk mail, checks, file folders, blueprints, photographs, clean paper, file folders.
✅ Remove staples, paper clips, binder clips, rubber bands.
✅ Please use paper bags (plastic bags cannot be shredded) 50 lbs max.

🚫 Not Accepted: 3-ring binders, hanging file folders, cardboard, large clips, hardcover books, telephone books, plastic bags, packing materials, transparencies, ID badges, licenses, credit cards, CDs, DVDs, tapes, disks, backup tapes, VCR tapes, common trash, hazardous or medical waste materials, magnetic media, x-rays, rx bottles, computers and accessories, microfilm, microfiche, paraffin blocks, glass slides.

❤️ Give Back, Too! Bring one bag of food for each bag of shredding you bring.

We’ll also be collecting canned soup, canned tuna, canned chicken, canned fruit, pasta, pasta sauce, hygiene items (toothpaste, shampoo, body wash, deodorant, etc.), and monetary donations to support the Sheboygan County Food Bank.

As we approach the end of the year, Roth conversions start to come up more often in our financial planning conversations...
10/06/2026

As we approach the end of the year, Roth conversions start to come up more often in our financial planning conversations.

So, what is a Roth conversion?

It’s moving money from a traditional IRA to a Roth IRA. You generally pay income tax on the amount converted today, but qualified withdrawals from the Roth are tax-free in the future.

When might a Roth conversion make sense?
• During a lower-income year when you're in a lower tax bracket
• During a down market, when you can convert more shares at a lower value
• Before RMDs and Social Security increase your taxable income
• When you have cash outside the IRA available to pay the tax
• When it makes sense within your overall financial plan

The goal isn't always to pay the least tax today. It's about being intentional about when you pay taxes over your lifetime.

Roth conversions can be a powerful tool for creating greater tax diversification in retirement.

If you're considering a Roth conversion this year, let's take a look at whether it makes sense within your overall financial plan.

For disclosure information, see thrivent.com/social. While Thrivent does not provide legal or tax advice, our financial advisors and professionals can work with you and your attorney or tax professional. State tax rules may differ from federal rules governing the tax treatment of Roth IRAs and there may be conflicts between federal and state tax treatment of IRA conversions. Consult your tax professional for your state's tax rules. If requested, a licensed insurance agent/producer may contact you and financial solutions, including insurance, may be solicited.

Join us! Tuesday, October 13 | 3:00 - 5:00 pm at the Sheboygan County Food Bank 3115 N. 21st Street, Sheboygan for our f...
09/29/2026

Join us! Tuesday, October 13 | 3:00 - 5:00 pm at the Sheboygan County Food Bank 3115 N. 21st Street, Sheboygan for our first shred event and food drive. See below for a list of accepted and unacceptable items. We hope to see you there!

What to Bring:
✅ Paper only: tax forms, junk mail, checks, file folders, blueprints, photographs, clean paper, file folders.
✅ Remove staples, paper clips, binder clips, rubber bands.
✅ Please use paper bags (plastic bags cannot be shredded) 50 lbs max.

🚫 Not Accepted: 3-ring binders, hanging file folders, cardboard, large clips, hardcover books, telephone books, plastic bags, packing materials, transparencies, ID badges, licenses, credit cards, CDs, DVDs, tapes, disks, backup tapes, VCR tapes, common trash, hazardous or medical waste materials, magnetic media, x-rays, rx bottles, computers and accessories, microfilm, microfiche, paraffin blocks, glass slides.

❤️ Give Back, Too! Bring one bag of food for each bag of shredding you bring.

We’ll also be collecting canned soup, canned tuna, canned chicken, canned fruit, pasta, pasta sauce, hygiene items (toothpaste, shampoo, body wash, deodorant, etc.), and monetary donations to support the Sheboygan County Food Bank.

September is College Savings Month.One of the greatest gifts you can give a child is opportunity. A 529 plan helps famil...
09/22/2026

September is College Savings Month.

One of the greatest gifts you can give a child is opportunity. A 529 plan helps families invest in future education while benefiting from tax-advantaged growth.

But what happens if you diligently save for your child’s education and they decide to pursue a different direction? Here are a couple of things to keep in mind:

- You can re-assign a 529 account to another beneficiary. This could include siblings, grandchildren and even parents.

- Since passage of the SECURE 2.0 Act in 2024 you can convert 529 funds into a Roth IRA for the beneficiary.

If you would like to learn more about opportunities around 529 plans please reach out!

See thrivent.com/social for important disclosures.

We are excited to announce that Live Your Best Life benefiting Children’s Wisconsin raised a total of $61,220!! We are s...
09/18/2026

We are excited to announce that Live Your Best Life benefiting Children’s Wisconsin raised a total of $61,220!! We are so grateful for those who participated in our events, our sponsors, and donors. Together we showed up for kids that need it the most, helping them live their best lives.

We already can’t wait for next year!

Wishing you and your loved ones a safe and relaxing Labor Day.
09/07/2026

Wishing you and your loved ones a safe and relaxing Labor Day.

A heartfelt thank you to our incredible sponsors and everyone who attended Live Your Best Life 2026! Your generosity and...
08/26/2026

A heartfelt thank you to our incredible sponsors and everyone who attended Live Your Best Life 2026! Your generosity and support helped make this event a meaningful success for Children’s Wisconsin.

We are so grateful for the sponsors, attendees, volunteers, and community members who came together to support a cause that makes a difference for children and families.

💙There’s still time to make an impact and get matched—if you would like to make a donation, please use this link.

Stay tuned for event totals and the announcement of the Live Your Best Life 2027 date.

✅100% of proceeds benefit Children's Wisconsin.

For every $2 donated, Thrivent will contribute $1 more—up to an additional $15,000 for this campaign.

Together, we can help children and families receive the care they need while living their best lives.



Children's Wisconsin is not affiliated with or endorsed by Thrivent.

☀️ The weather is perfect. ⛳ The event is sold out. ❤️ The opportunity to make a difference is still open. There's still...
08/22/2026

☀️ The weather is perfect. ⛳ The event is sold out. ❤️ The opportunity to make a difference is still open.

There's still time to support Live Your Best Life with a donation! Every contribution helps us continue making an impact in our community.
https://bit.ly/LYBL2026

✅ 100% of proceeds benefit Children's Wisconsin.

For every $2 donated, Thrivent will contribute $1 more—up to an additional $15,000 for this campaign.

Together, we can help children and families receive the care they need while living their best lives.



Children's Wisconsin is not affiliated with or endorsed by Thrivent.

Address

2808 Kohler Memorial Drive Suite A
Sheboygan, WI
53081

Opening Hours

Monday 8am - 4pm
Tuesday 8am - 4pm
Wednesday 8am - 4pm
Thursday 8am - 4pm
Friday 8am - 12pm

Telephone

+19204511775

Website

Alerts

Be the first to know and let us send you an email when Third Coast Wealth Advisors - Thrivent posts news and promotions. Your email address will not be used for any other purpose, and you can unsubscribe at any time.

Shortcuts

Share