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

Lease Payment

How much would your monthly lease payment be?

Impact of Inflation

Estimate the future cost of an item based on today’s prices and the rate of inflation you expect.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Home Energy Rebates Could Save You Money

The Inflation Reduction Act of 2022 included two provisions allowing rebates for home energy efficiency retrofit projects and home electrification and appliance projects.

HOT TOPIC: What Stubborn Inflation Could Mean for the U.S. Economy

This article looks at some of the reasons behind the inflation numbers, the likely effect on Fed decisions, and the potential economic impact.

Market Measures: Beyond the Dow

In addition to the better-known Dow Jones Industrial Average and S&P 500 stock indexes, this article provides an overview of some stock indexes that are commonly used as benchmarks.

Just Your Average Millionaire

The average net worth of U.S. families surpassed $1 million for the first time in 2022, but wealth levels vary greatly by age, housing status, education, and income.

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