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

Life Expectancy

Knowing your likely life expectancy is an important factor in making long-term financial plans.

Home Affordability

Estimate of the maximum amount of financing you can expect to get when you begin house hunting.

Savings Accumulation

Estimate the future value of your current savings.

Roth IRA Conversion

This calculator can help you determine whether you should consider converting to a Roth IRA.

More Calculators →

Understanding Life Insurance

Life insurance can help replace much-needed income after the death of a provider. With the wide variety of policies available, it’s important to understand the basic types of coverage.

REITs, Rates, and Income

This article provides an overview of REITs, including how they can offer a consistent income stream and why changing interest rates can affect REIT performance.

Leave a Lasting Gift with an Ethical Will

An ethical will, also called a legacy letter, can tell a personal story and communicate beliefs and life lessons to family, friends, or community.

Time to Bulk Up Your Emergency Fund

A financial crisis can strike when least expected, so it’s important to have a sufficient emergency fund. This article offers some suggestions to help increase a fund before it’s needed.

More Newsletters →