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I've got valuable information and resources to share. Explore away! And check back often.

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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.

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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.

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What you need to know about legacy planning & how to get started

Why 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. ↓

After years of hard work and dedication, building a legacy you can pass along might be one of your top priorities. With each passing year, you may be thinking...

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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.

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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.

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Student Loan Refinancing vs Consolidation: What’s the Difference and Which Saves You More? - College Aid Pro

Student Loan Refinancing vs Consolidation: What’s the Difference and Which Saves You More? bit.ly/4pey2A7 If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.

Student loan refinancing vs consolidation: learn the key differences, pros and cons, and how to choose the right option to save money and protect benefits.

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Graduate vs Professional Degree Student Loans: What the New Rules in 2026 Mean for You - College Aid Pro

Graduate 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.

Graduate vs professional degree student loans are changing in 2026. Learn how new loan limits, Grad PLUS changes, and “professional degree” labels affect your...

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6 Most Frequently Asked Financial Aid Questions Keeping Parents Up at Night (Answered) - College Aid Pro

6 Most Frequently Asked College Financial Aid Questions Keeping Parents Up at Night (Answered) bit.ly/4pAfzxw If you wish to schedule an appointment with Bill Leach, please call 908-840-4527.

Stressed about paying for college? Here are 6 most frequently asked financial aid questions parents ask nonstop—FAFSA, SAI, divorce rules, multiple kids...

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Top 21 Private Scholarship Opportunities for December 1st - 16th, 2025

College 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.

Take a look at our top 21 Private Scholarship list with due dates available from December 1st - 16th, 2025!

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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.

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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.

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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.

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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.

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How to offset inflation's impact on your retirement savings

Inflation 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. 👇

Worried your retirement investments and accounts won't keep up with inflation? Get tips—including steps on how to hedge your investments—to help offset its...

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