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.

Federal Income Tax

This calculator can help you estimate your annual federal income tax liability.

Long-Term Care Self Insurance

Will you be able to afford nursing home care?

Credit Card Debt

How Long Will It Take to Pay my Balance?

More Calculators →

Individual Bonds vs. Bond Funds: What’s the Difference?

Individual bonds and bond funds can both provide an income stream, but there are important differences. This article provides an overview of these two types of investments.

Don’t Forget About Credit When Planning for Retirement

Credit may not be at the top of the list when it comes to retirement, but good credit can make a big difference for retirees. This article looks at some key factors that lenders consider.

Birthday Benefits Quiz

This quiz allows readers to test their knowledge of the ages related to key federal benefits and tax responsibilities.

The Federal Reserve’s Key Meeting Dates in 2024

This article outlines the Federal Reserve’s three main objectives and provides the meeting schedule of the Federal Open Market Committee.

More Newsletters →