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

Mortgage Acceleration

This calculator can help you determine how soon you can pay off your mortgage.

Retirement Portfolio Lifespan

How Long Will Your Funds Last?

Car Affordability

How much can you afford to pay for a car?

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

More Calculators →

REITs Offer Income and Diversification

Most broad stock funds contain real estate investment trusts (REITs), but for a more strategic approach, investors can choose from a variety of REIT funds and individual REITs.

Unpacking the Real Limitations on Unlimited PTO

The prospect of unlimited paid time off may be appealing, but there are also some potential pitfalls to consider.

Three Ways to Help Build Financial Resilience

Here are some steps to help handle challenging times and potentially emerge even stronger.

Don’t Overlook the Value of Social Security Survivor Benefits

While life insurance might play a central role after the death of a financial provider, Social Security could also offer another important source of income for survivors.

More Newsletters →