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?

Mortgage Acceleration

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

Savings Accumulation

Estimate the future value of your current savings.

Loan Payoff

How much will it cost to pay off a loan over its lifetime?

More Calculators →

HOT TOPIC: Rising Oil Prices Could Pose the Latest Threat to the Economy

This article discusses the market dynamics that are impacting oil prices and adding to concerns about broader inflation and economic growth.

HOT TOPIC: International Investing: The Diverging Fortunes of China and Japan

Investing Internationally can help increase portfolio diversification and provide access to opportunities that may differ from those in the United States.

SECURE 2.0: Big Impact for Small Businesses

This article discusses provisions in the SECURE 2.0 Act of 2022 that may be of particular interest to small business owners.

It’s Your Money: Why Not Get Your Withholding Right?

Did you owe money at tax time or receive a large refund? This article discusses the types of situations in which taxpayers should consider adjusting their withholding.

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