While taxes on Social Security benefits haven’t been eliminated, some retirees could benefit from a new, temporary federal deduction of $6,000 per eligible individual.
As with most tax-related matters, the rules surrounding eligibility are nuanced. If you have questions about how this may impact your financial plan, let’s connect.
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.
As we embark on a new year, many people are asking themselves big questions about purpose, fulfillment and what they want next in their career.
If you’re feeling that pull, consider exploring a financial advisor career at Thrivent. Whether you want to build your own practice, join a team or grow on our Virtual Advice Team, you’ll find a path that’s both meaningful and rewarding.
Explore our career paths: thriventcareers.com/4pP2CA6
Merit Scholarships: How Families Can Lower College Costs Without Need-Based Aid - College Aid ProMerit Scholarships: How Families Can Lower College Costs Without Need-Based Aid
https://collegeaidpro.com/merit-scholarships-without-need/?utm_campaign=10663218-Advisors%20Weekly%20Re-CAP&utm_medium=email&_hsenc=p2ANqtz-8Rtu3m5rNKbsC7OMJ66DHGzHNWYYP2Rp00o-63mwSKwfF2AZJeevRyIuuo4pVmI7mrM94yOKeM4O2KQme-LMrHkF86F063Zhbe_6BX9QWElkOUxcQ&_hsmi=396117932&utm_content=396117932&utm_source=hs_email
If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
Holiday Q&A: How to Appeal a Financial Aid Offer: What to Say (and What Not to Say) - College Aid ProHoliday Q&A: How to Appeal a Financial Aid Offer: What to Say (and What Not to Say)
https://collegeaidpro.com/how-to-appeal-a-financial-aid-offer/?utm_campaign=10663218-Advisors%20Weekly%20Re-CAP&utm_medium=email&_hsenc=p2ANqtz--ttYNYKrDy_gzvEQfbOSSz5lPfkK66KQK2P5Cu-0-TWQ7e9vNfMXmhNg6QLLVEvf1GmTo6PLtb5aTBwRtNUBEONA-415dmumriHKsMkHJhQc6lDnw&_hsmi=396117932&utm_content=396117932&utm_source=hs_email
If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
Top 29 Private Scholarship Opportunities for January 6th- 10th, 2026The link below lists the latest available college scholarship opportunities that may help you reduce the cost of your college education. The scholarships are only applicable to high school students.
Top 29 Private Scholarship Opportunities for January 6th – 10th, 2026
https://collegeaidpro.com/top-29-private-scholarship-opportunities-for-january-6th-10th-2026/?utm_campaign=10663218-Advisors%20Weekly%20Re-CAP&utm_medium=email&_hsenc=p2ANqtz-_n_njnIv_qvcoAqaXGhZihmQ_UDPkVH5wy6Asx9C00laJ2kwYF5AEUXyvsKMyOZYEdcLnNRYte2g1tbm85qUXbPEY5tQg7UfACjl78WCuYqWXbKIo&_hsmi=396117932&utm_content=396117932&utm_source=hs_email
If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
2026 Market Outlook: A return to normal?What’s ahead for stocks and bonds in 2026? Thrivent Asset Management experts share their base case for a positive environment and why equities may continue to reward investors over time.
Worried your retirement savings might not last? An annuity may be worth considering.
Annuities can offer guaranteed income in retirement, potential tax advantages, and—in some cases—a way to leave money to your loved ones. Like any investment, they also come with risks, so it’s important to understand how they work before deciding if they’re right for you.
Learn more ➡️ https://bit.ly/3IkVueM
Welcome! You are invited to join a webinar: Tax Tips for Church Workers. After registering, you will receive a confirmation email about joining the webinar.Tax Tips for Church Workers with Ryan Burger
Jan 8, 2026 02:00 PM
Church workers face unique tax considerations. Navigating taxes as a pastor, minister, or church worker can feel overwhelming. In this webinar, Ryan Burger, CPA, will discuss key issues and considerations, including why and how called church workers are taxed, tax saving ideas, housing allowances, unique benefits and more.
During Tax Tips for Church Workers, Ryan Burger will share key issues and considerations, including:
• Why and how you're taxed.
• Tax saving ideas.
• Myth busters and more.
Registration required.
https://thrivent.zoom.us/webinar/register/4817636550180/WN_GvrHTVtORY6DhUxbA3SrOQ
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit thrivent.com/social.
The identifying information you provide will allow Thrivent to contact you regarding this event or to share other Thrivent updates. To learn more about the privacy of your information, visit Thrivent.com/privacypolicy.
The right life insurance policy helps ensure your legacy supports those you love and the causes you care about. But how much do you need and what type is right for you? Find out here: https://bit.ly/4779hhg
For seasoned sales and financial professionals ready for a new chapter, Thrivent offers a place where your experience becomes the foundation for bigger possibilities.
Whether you’re building a team or advancing as a financial advisor, you’ll have the tools and support to grow in a meaningful career.
Take the next step in your career journey: thriventcareers.com/3MaLxlM
Early Decision, Deferrals, and College Rejection: What to Do If Your Child Doesn’t Get Into Their Dream School - College Aid ProEarly Decision, Deferrals, and College Rejection: What to Do If Your Child Doesn’t Get Into Their Dream School.
https://collegeaidpro.com/early-decision-deferrals-college-rejection-dream-school/?utm_campaign=10663218-Advisors%20Weekly%20Re-CAP&utm_medium=email&_hsenc=p2ANqtz-9Ubt9YUeT9NBYadkgOY79b8qFeHClUgHbI9on4E-MyIYwlxGAnNxlK6L9XbXYaV_LTG9lUDcqN8TMR_Fe-FKza7f1QWPaG_kFubyoAaySxnONMexU&_hsmi=395413632&utm_content=395413632&utm_source=hs_email
If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
Are Net Price Calculators Accurate? Why College Cost Estimates Are Often Wrong - College Aid ProAre Net Price Calculators Accurate? Why College Cost Estimates Are Often Wrong
https://collegeaidpro.com/are-net-price-calculators-accurate/?utm_campaign=10663218-Advisors%20Weekly%20Re-CAP&utm_medium=email&_hsenc=p2ANqtz--AdfwHVS7y0FAf8WXoOiYUfO3-8gSx6EKOxSyh0e_qRMrXErRRhjDh1IuOZczgojsT117g8wMx3OfUj4RBv_y_LAcpxBGVBJEbURD0XqNd2TE9r64&_hsmi=395413632&utm_content=395413632&utm_source=hs_email
If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
Top 22 Private Scholarship Opportunities for December 31st, 2025 - January 6th, 2026The link below lists the latest available college scholarship opportunities that may help you reduce the cost of your college education. The scholarships are only applicable to high school students.
Top 22 Private Scholarship Opportunities for December 31st, 2025 – January 6th, 2026
https://collegeaidpro.com/top-22-private-scholarship-opportunities-for-december-31st-2025-january-6th-2026/?utm_campaign=10663218-Advisors%20Weekly%20Re-CAP&utm_medium=email&_hsenc=p2ANqtz-_ympl2YveoKZ97iFdkj0G1p9UHAO7BPe60SbXNk8fuwZdnzQ6QkHijddkpIXDG8JWmzL8Vatf5xmKLqag7RVVLU0Dm7ZJz_gmaglLnN2BmLvjL-co&_hsmi=395413632&utm_content=395413632&utm_source=hs_email
If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
Welcome! You are invited to join a webinar: Tax Tips for Church Workers. After registering, you will receive a confirmation email about joining the webinar.Tax Tips for Church Workers with Ryan Burger
Jan 8, 2026 02:00 PM
Church workers face unique tax considerations. Navigating taxes as a pastor, minister, or church worker can feel overwhelming. In this webinar, Ryan Burger, CPA, will discuss key issues and considerations, including why and how called church workers are taxed, tax saving ideas, housing allowances, unique benefits and more.
During Tax Tips for Church Workers, Ryan Burger will share key issues and considerations, including:
• Why and how you're taxed.
• Tax saving ideas.
• Myth busters and more.
Registration required.
https://thrivent.zoom.us/webinar/register/4817636550180/WN_GvrHTVtORY6DhUxbA3SrOQ
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own.
Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Thrivent financial advisors and professionals have general knowledge of the Social Security tenets. For complete details on your situation, contact the Social Security Administration.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit thrivent.com/social.
The identifying information you provide will allow Thrivent to contact you regarding this event or to share other Thrivent updates. To learn more about the privacy of your information, visit Thrivent.com/privacypolicy.
December 2025 Market Update: Stock volatility returnsFrom slowing manufacturing to resilient corporate earnings, December brings mixed signals for the economy. Explore what these trends mean for your portfolio and the year ahead in Thrivent's December Market Update.
Tax Tips for Church Workers with Ryan Burger
Thursday, January 8, 2026
2:00 PM – 3:00 PM EST
Church workers face unique tax considerations. In this webinar, Ryan Burger, CPA, will discuss key issues and considerations, including why and how called church workers are taxed, tax saving ideas, myth busters and more.
Registration required: https://thrivent.zoom.us/webinar/register/4717636550496/WN_GvrHTVtORY6DhUxbA3SrOQ#/registration
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. The identifying information you provide will allow Thrivent to contact you regarding this event or to share other Thrivent updates. To learn more about the privacy of your information, visit Thrivent.com/privacypolicy.
Welcome! You are invited to join a webinar: What Churches and Nonprofits Need to Know About the OBBA. After registering, you will receive a confirmation email about joining the webinar.What Churches and Nonprofits Need to Know About the OBBA
Thursday, February 5, 2026 at 2:00 pm EST
The One Big Beautiful Bill Act (OBBBA) signed into law in July 2025 introduces several important changes that affect churches and nonprofits. Some provisions are already in effect, while others are on the horizon.
In this webinar, Chris Purnell will unpack what’s changing and when to help you stay informed and prepared.
Registration required. https://thrivent.zoom.us/webinar/register/6917647066400/WN_NTIo9kOwRcGgb8I4GsR8PA#/registration
Thrivent and its financial advisors and professionals do not provide legal, accounting or tax advice. Consult your attorney or tax professional.
Thrivent is the marketing name for Thrivent Financial for Lutherans. Insurance products issued by Thrivent. Not available in all states. Licensed agent/producer of Thrivent. For more information visit thrivent.com/social.
The identifying information you provide will allow Thrivent to contact you regarding this event or to share other Thrivent updates. To learn more about the privacy of your information, visit Thrivent.com/privacypolicy.
No products will be sold. Speaker is not affiliated with Thrivent. Views are their own. See thrivent.com/social for additional disclosures. The identifying information you provide will allow Thrivent to contact you regarding this event or to share other Thrivent updates. To learn more about the privacy of your information, visit Thrivent.com/privacypolicy.
🏡 Your financial house should be built to last—and you can make it stronger with the right help.
Whether you’re working to lay a solid foundation, grow your money or shape your legacy, financial planning can help you:
✅ Prepare for the unexpected
✅ Save and invest for major milestones
✅ Adapt as your goals evolve
Together, we can create a financial plan with clarity and confidence, the same way a house is constructed. Reach out to learn more.
See thrivent.com/social for important disclosures.
If giving is part of how you live your values, new tax rules taking effect in 2026 could help your generosity go even further, but planning ahead is key. Various strategies may help preserve valuable tax benefits while continuing to create meaningful impact year after year.
Don’t hesitate to reach out if you’d like to discuss what these changes could mean for your giving strategy. And if you don't have one yet, we can develop a strategy that maximizes your impact while minimizing your tax liability.
See thrivent.com/social for important disclosures. Thrivent and its financial advisors and professionals do not provide legal, accounting, or tax advice. Consult your attorney or tax professional.
Why Net Price Calculators Are Unreliable—and How School Counselors Can Help Families Avoid Costly Mistakes - College Aid ProCollege Scholarship Opportunities for Dec 15th – Dec 31st
The links below list the latest available college scholarship opportunities that may help you reduce the cost of your college education. The scholarships are only applicable to high school students.
Why Net Price Calculators Are Unreliable—and How School Counselors Can Help Families Avoid Costly Mistakes
https://bit.ly/4oYkx6F
If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
