Lucas Financial Services, Inc.

 

Welcome to our Web site, where you’ll find a wealth of information in the form of newsletter articles, calculators, and research reports.

We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We have created this Web site to help you gain a better understanding of the financial concepts behind insurance, investing, retirement, estate planning, and wealth preservation. Most important, we hope you see the value of working with skilled professionals to pursue your financial goals.

We’re here to help educate you about the basic concepts of financial management; to help you learn more about who we are; and to give you fast, easy access to market performance data. We hope you take advantage of this resource and visit us often. Be sure to add our site to your list of "favorites" in your Internet browser. We frequently update our information, and we wouldn’t want you to miss any developments in the area of personal finance.

Thanks for visiting,

Brad & Mary Lucas

Retirement Plan Early Distribution

Estimate how much would remain after paying income taxes and penalties if you took an early distribution from a retirement plan.

Life Insurance

How much life insurance would you need to produce a sufficient income stream for your family?

Car Affordability

How much can you afford to pay for a car?

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Are You Missing the Bull’s-Eye with a Target-Date Fund?

Two out of three 401(k) participants have assets in a target-date fund, but many may not fully understand how these “all-in-one” funds work.

After the Loss of a Loved One, Watch Out for Scams

Scammers often prey on those who are most vulnerable. This article outlines common scams that target people who have lost a loved one.

Two Tax-Friendly Retirement Plans for the Self-Employed

Setting up a retirement plan provides a way to help shelter more income from taxes and save money for the future.

Year-End 2024 Tax Tips

Here are some things to consider when weighing potential tax moves before the end of the year.

More Newsletters →