Mason Luke - Thrivent

04/11/2023

Looking for ways to cut down costs? Consider exploring a different service provider—you could potentially be paying more for the same offerings that cost less somewhere else. Keep an eye out for cancellation fees, before committing to something new.

04/10/2023

Happy Easter from my family to yours!

04/04/2023

What's on your spring cleaning checklist? Consider adding a few financial tasks for yourself that you've been putting off, such as filing away important financial documents and shredding any that aren’t needed.

03/28/2023

Friendly reminder: Tax Day is coming up on April 18, 2023. Don’t let the deadline sneak up on you and get your tax returns done soon.

03/27/2023

It can be unsettling whenever the markets experience unexpected volatility. Our Chief Investment Strategist, Steve Lowe, answers some of our most asked questions around the recent bank liquidity crisis in the article below. Let me know what you think in the comments below.

Steve Lowe, Chief Investment Strategist at Thrivent, shares insights on the recent collapse of two regional banks.

03/21/2023

Take some time for a debt check-in and review your goals for paying down debt. If you find that you’ve gone off track, consider ways you can change your spending habits.

03/14/2023

Are you in the market for a new home this year? Take a look at these helpful money moves to make when buying a new house: bit.ly/3xWjPyF

03/07/2023

Planning a vacation can be more exciting than budgeting for one. Here are some helpful tips for building a vacation budget to get you started: bit.ly/3Z1LJFi

03/04/2023

I have a just a few tickets left for our workshop on Tuesday at 6:00 PM. If you want to learn more about how to plan and prepare for retirement our 5 Keys to Retiring Fearlessly will be a great fit for you! Please PM me if interested, and tag a friend below that you are inviting!

Food and drinks provided. No products will be sold. More details provided upon request.

03/02/2023

At the end of 2022, the SECURE Act 2.0 was signed into law and includes improvements to retirement earning and planning for Americans. Read further to see what key provisions are included in the law, like the changes to the required minimum distribution start age.

02/16/2023

I have always had a passion to help people. Being involved in government affairs I got to help hundreds of thousands of people through policy, but never got to see directly how it impacted them.

At Thrivent I get to work one on one with my clients and walk along side them through their financial journey. I get the experience of watching their lives completely change, and knowing I was apart of that change is incredibly rewarding. That change goes beyond their lives and impacts mine, and my family’s as well. We are proud to be a family.

01/30/2023

Join me for The Washington Update presented by Jeff Bush!

Jeff Bush, a national financial expert will provide a nonpartisan, comprehensive review of Washington developments and the potential effects on taxes and investing. Jeff will cut through the jargon and provide insight on information coming out of Washington D.C. that can be difficult and confusing to understand. Jeff will address:

The SECURE Act 2.0/ Changes to retirement savings strategies
Strategies available today to manage your tax exposure

The looming fiscal cliff debate, and

A sneak peek into the 2024 elections

I hope to see you there! Please call 719.351.0578 for further information!