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.

College Funding

Use this calculator to estimate the cost of your child’s education, based on the variables you input.

Life Insurance

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

Required Minimum Distributions

Estimate the annual required distribution from your traditional IRA or former employer's retirement plan after you turn age 72.

More Calculators →

Sticker Shock Is No Joke for Car Buyers

This article discusses recent trends affecting the automotive market and includes suggestions for those who want to purchase a vehicle.

Where to Look for Lost and Forgotten Money

States hold unclaimed property for about one in 10 Americans. Here are some online resources that may help you find out if you’re one of them.

Women Face Challenges in a Post-Pandemic World

As the COVID-19 crisis eases its grip on the economy, here are some ideas to help women reexamine their retirement planning strategies.

Signs of a Scam…and How to Resist It

Discover four common practices that might help you identify and avoid scams.

More Newsletters →