We know how meaningful work can be when it aligns with your values. At Thrivent, our financial advisors are encouraged to bring their whole selves to their career - including the beliefs that guide them every day.
Explore a rewarding career opportunity: thriventcareers.com/4iCEMVP
Being able to support the causes you care about can be one of the most meaningful parts of your financial journey. A donor-advised fund (DAF) may help you extend that impact even further.
A DAF enables you to make charitable contributions now and qualify for a tax deduction, while recommending grants to your favorite charities on your own timeline. Over time, your fund may grow, creating even more dollars to give.
Explore whether a DAF is right for you: https://bit.ly/4o8K5hU
College Net Price Calculator vs Reality: Join College Aid Pro’s NPC Challenge - College Aid ProCollege Scholarship Opportunities for Dec 9th – Dec 23rd
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.
College Net Price Calculator vs Reality: Join College Aid Pro’s NPC Challenge
https://bit.ly/4oIjzeu
If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
Demonstrated Interest with Mark Stucker: What It Is and How Does It Affect College Admissions? - College Aid ProCollege Scholarship Opportunities for Dec 9th – Dec 23rd
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.
Demonstrated Interest with Mark Stucker: What It Is and How Does It Affect College Admissions?
https://bit.ly/48sYIXO
If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
Top 12 Private Scholarship Opportunities for December 9th - 23rd, 2025College Scholarship Opportunities for Dec 9th – Dec 23rd
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.
Top 12 Private Scholarship Opportunities for December 9th – 23rd, 2025
https://bit.ly/4iU4tRV
If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
Marriage. Divorce. Having a baby. Sending your kid to college. Starting a job. Getting laid off.
Major life changes may shift your priorities. That’s why financial planning is so important—it can offer confidence and stability in an unpredictable world.
Here’s how to prepare for life’s what-ifs ➡️ https://bit.ly/4prEGmm
Estate planning begins with thoughtful decisions about your loved ones, your assets and your wishes for who and what matters most. Here are some tools to help you take the first step: https://bit.ly/4nl6Myk
Taxes can quietly shrink your retirement savings. Even small changes in what you pay can make a big difference. Reach out to discuss ways to keep more of what you’ve earned.
See thrivent.com/social for important disclosures.
What you need to know about legacy planning & how to get startedWhy is legacy planning important? Because it gives you the chance to make a lasting impact—supporting the people and causes you care about, while staying in control over who receives what, when and how. Here are a few things to keep in mind as you begin. ↓
As the year wraps up, it’s the perfect moment to check in on your finances. These 3 simple steps can help set you up for success in the year ahead:
✅ Review your budget and spending. Make sure your money is working toward your goals.
✅ Assess your debt. Track your progress and explore ways to pay it down faster.
✅ Evaluate your savings. Strengthen your emergency fund, boost retirement contributions and refresh your funding strategies for the coming year.
Not sure where to start? Together, let’s plan how you can start the year on solid footing.
See thrivent.com/social for important disclosures.
Student Loan Refinancing vs Consolidation: What’s the Difference and Which Saves You More? - College Aid ProStudent Loan Refinancing vs Consolidation: What’s the Difference and Which Saves You More?
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If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
Graduate vs Professional Degree Student Loans: What the New Rules in 2026 Mean for You - College Aid ProGraduate vs Professional Degree Student Loans: What the New Rules in 2026 Mean for You
bit.ly/48mEzBu
If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
6 Most Frequently Asked Financial Aid Questions Keeping Parents Up at Night (Answered) - College Aid Pro6 Most Frequently Asked College Financial Aid Questions Keeping Parents Up at Night (Answered)
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If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
Top 21 Private Scholarship Opportunities for December 1st - 16th, 2025College Scholarship Opportunities for Dec 1st – Dec 16th
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.
Top 21 Private Scholarship Opportunities for December 1st – 16th, 2025
bit.ly/48dGjyd
If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
The holiday season is a time to reflect, give back and support the causes that matter most to you. It’s an opportune moment to create a thoughtful giving plan that’s aligned with your values, goals and financial strategy.
Let’s connect to explore ways to maximize your year-end giving and make every gift count—today and for years to come.
See thrivent.com/social for important disclosures.
Before the ball drops on Dec. 31, make sure your retirement income is protected. Take these 3 essential steps:
1️⃣ Take your required minimum distributions (RMDs). Missing the Dec. 31 deadline can trigger a 25% penalty.
2️⃣ Watch your modified adjusted gross income (MAGI). Even small increases could raise future Medicare premiums.
3️⃣ Consider a qualified charitable distribution (QCD). It can satisfy your RMD, lower your MAGI and help you support the causes you care about.
A few simple moves today can help you avoid penalties, manage future healthcare costs and protect your retirement income.
Get in touch if you’d like help reviewing your year-end strategy.
See thrivent.com/social for important disclosures. Thrivent is not connected with or endorsed by the U.S. government or the federal Medicare program.
How to offset inflation's impact on your retirement savingsInflation can sneak up fast, affecting how far your money can go each day. Many people are already feeling the impact of higher prices. Learn how to prepare and take steps to help your money stretch further in retirement. 👇
Ready for a new chapter in your career? If you’ve been successful connecting with people, earning trust and delivering results, you may be a great fit for our team.
As a Thrivent financial advisor, you’ll have the opportunity to:
✔️ Help clients gain financial clarity and confidence
✔️ Grow with rewarding pay and ongoing support
✔️ Shape a career where your skills create
lasting impact
Learn more about our financial advisor paths: thriventcareers.com/4oDKg4q
If giving is on your heart this holiday season, a meaningful strategy can help you make the most of your generosity. From tax-efficient donations to legacy gifts, the right approach can align your giving with both your values and your financial goals.
Get in touch to discuss which strategy may be right for you.
See thrivent.com/social for important disclosures.
NPC Reality Check: Understanding the Northwestern Net Price CalculatorCollege Scholarship Opportunities for Nov 26th – Dec 9th
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.
https://bit.ly/4pvWP23
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Click the link in bio to my solutions page of my website to learn more about this topic.
https://connect.thrivent.com/william-leach/products
If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.
