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The Facts About Income Tax When Do You Need a Will? Retiring the 4% Rule Where Is the Market Headed? Inflation and Your Portfolio

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At Lucas Financial Services, Inc., we have a straightforward mission:  Provide Personalized Financial Management Advice that minimizes our client’s financial concerns and increases their level of financial security.

We understand that every client has unique needs and goals. Our role is to help you make intelligent, well-informed decisions about the management of your money. This results in our client’s experiencing greater financial independence.

Lucas Financial Services, Inc.  

Helpful Content

Inflation and the Real Rate of Return

Inflation and the Real Rate of Return

Learn about the role of inflation when considering your portfolio’s rate of return with this helpful article.

A New Way to Look at Your Bucket List

A New Way to Look at Your Bucket List

Bucket lists don’t have to be for tomorrow.

Protecting Your Business from the Loss of a Key Person

Protecting Your Business from the Loss of a Key Person

Business owners may be able to protect themselves from the financial consequences of losing a key employee.

 

How Women Can Prepare For Retirement

Are women prepared for a 20-year retirement?

Ways to Supplement Your Medicare Coverage

There are numerous ways to supplement your Medicare insurance coverage. This article helps you explore your options.

All Muni Bonds Are Not Created Equal

Gaining a better understanding of municipal bonds makes more sense than ever.

What to Look for in Personal Finance Apps

An increasing number have been developed to help individuals with their personal finances.

Introducing the 530A Accounts

An article explaining 530A Accounts.

How the SECURE Act 2.0 Changed RMDs

Understand how SECURE Act 2.0 affects RMDs and how using a QCD can possibly benefit both taxes and charitable goals.

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How Much Do I Need To Retire?

How much is enough to retire? It depends on your lifestyle, timeline, and more. Use this calculator to get a personalized est

Debt vs. Investment

Weigh the potential outcomes of paying off debt versus directing those dollars elsewhere.

The Power of Interest - How Long Will it take My Money to Do

Use the Rule of 72 to estimate how long it takes your money to double at a given rate.

Estimate Your RMD

Calculate your required minimum distribution amount based on your account balance and age.

What Is the Dividend Yield?

Calculate the dividend yield of a holding and see what that means for income over time.

Student Loan Payoff Calculator: Extra Payments Can Save You

See how extra payments toward your student loans could shorten your payoff timeline.

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When Do You Need a Will?

When do you need a will? The answer is easy: Right Now.

Retirement and Quality of Life

Asking the right questions about how you can save money for retirement without sacrificing your quality of life.

Making Your Tax Bracket Work

Have you explored all your options when it comes to managing your taxable income?

Perception vs. Reality

There’s an alarming difference between perception and reality for current and future retirees.

Surprise! You’ve Got Money!

Here’s a quick guide to checking to see if you have unclaimed money.

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

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