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

Credit Card Debt

How Long Will It Take to Pay my Balance?

Savings Accumulation

Estimate the future value of your current savings.

Car Affordability

How much can you afford to pay for a car?

Net Worth

A balance sheet summarizes your assets and liabilities and reveals your net worth.

More Calculators →

Buying a Condo? Focus on the Financials

Condominiums are generally priced lower than single-family homes, but condo ownership comes with some special costs and financial implications.

Online Shopping in the Tariff Era

Even small online purchases that are shipped from outside the United States must now pass through customs — and are likely to incur duties.

Locked Out? How to Break Into Today’s Housing Market

Homeownership can still be an attainable goal, but it may take more planning, flexibility, and creativity than it did in the past.

Could an HSA Strengthen Your Retirement Strategy?

After age 65, retirees can use HSA funds for any purpose without incurring a penalty.

More Newsletters →