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

Impact of Inflation

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

Disability Income Insurance

How much Disability Income Insurance do you need?

Mortgage Refinancing

Determine whether you should consider refinancing your mortgage.

Lifetime Earnings

This calculator is designed to help you attach a dollar figure to your life’s work.

More Calculators →

Cash Balance Plans Help Some Business Owners Supersize Retirement Savings

These plans have generous contribution limits that increase with age, which may allow high-income business owners to catch up on retirement savings and significantly reduce their taxable incomes.

Moving to Another State? Consider These Tax Moves

Moving to a new state may have tax consequences that can follow you long after you settle in.

Closed-End Funds May Offer Higher Income

Closed-end funds are considered to carry higher risk but may provide a higher income stream than traditional mutual funds holding similar securities.

HOT TOPIC: Trade Roundup: New Tariff Actions and Rates

This article explains newly implemented and upcoming tariffs and their potential economic impact.

More Newsletters →