Third Coast Wealth Planning

Estate planning often focuses on tangible assets such as real estate, investment accounts, and personal property. But today, many people also have valuable digital assets that deserve the same attention. Without a plan, loved ones may struggle to access important accounts or preserve digital property after you’re gone. Start by creating an inventory of your…

Financial Values that Grandparents Can Pass Along Grandparents leave behind more than fond memories and family traditions. You also pass along values that shape how future generations think. Through conversations, shared experiences, and everyday actions, you can help grandchildren build financial habits that last a lifetime. Here are a few values worth sharing: We take…

The largest IPO in history is here. Explore the key drivers, market dynamics, and investment implications of SpaceX’s debut.

 Matt Doran was a guest on the Retirement Tax Services podcast. Listen to their discussion on topics like why advisors should review client tax returns and maximizing QBI deductions. &Partners Leader of Advanced Planning Matt Doran joins Steven A. Jarvis, CPA, on the Retirement Tax Services podcast for a lively conversation about intentional tax planning. The discussion revolves around the benefits…

Ask any happy retiree what they love most about this stage of life, and you’ll rarely hear them talk about their daily routine. They’ll talk about the Tuesday afternoon they drove three hours to see an old friend, the impromptu dinner with neighbors who texted at 5 p.m., or the morning they decided to skip…

If you’re a parent or grandparent reviewing child savings account options, you’ve probably heard about Trump Accounts. Created under the One Big Beautiful Bill Act and signed into law in July 2025, they’re a new federal investment vehicle for children, with a notable hook: a $1,000 government seed deposit for eligible newborns.5 The question worth…

Retirement changes almost everything about your daily life, including your relationship landscape. Whether you’re single and considering dating in retirement, or you’ve been with a partner for decades, this life stage offers unique opportunities to reimagine what romance looks like for you. When Your Routine Disappears Work provides structure, identity, and often physical separation that…

Having the financial means to purchase nearly anything you want sounds like the ultimate goal. But arriving at this point often reveals an unexpected challenge: when most options are available, how do you decide what’s worth having? The Paradox of Unlimited Choice Financial freedom doesn’t automatically bring clarity about how to use your resources. Without…

For many families, a vacation home is a place layered with memories, where generations gather each summer to laugh and share traditions. Yet when it comes time to plan the future of the home, emotion and money can pull in opposite directions. Vacation home estate planning can keep heads level when the conversation becomes overwhelming.…

Picture this: a small device on your wrist that quietly looks after your health, helps you stay in touch, and even adds a layer of safety to your day. For many retirees, a smartwatch is becoming a simple way to support a healthy retirement lifestyle. A Gentle Push Toward Better Habits Once work schedules fade…