Lucas Hopkins - Investments, Retirement, Life Insurance

Lucas Hopkins - Investments, Retirement, Life Insurance Contact information, map and directions, contact form, opening hours, services, ratings, photos, videos and announcements from Lucas Hopkins - Investments, Retirement, Life Insurance, Financial service, 6075 The Corners Pkwy, Peachtree Corners, GA.

I help families and young professionals grow and protect their money through different investment strategies

Quick & easy Life Insurance quote: https://meetfabric.com/term-life-insurance/get-started/eligibility?irclickid=3%3AG2OPx7oxyZ

(706) 466-3715

03/16/2026

Two friends, Grant and Arden, start investing in 1980. Each with $10,000.

Grant plays it safe. He puts his $10k in a high-yield savings account, earning a modest 4%.

Arden decides to put her $10k into the stock market. She invests in the S&P 500, buying a small piece of the biggest 500 companies in the US.

Neither of the two touch their accounts and this is what they have today…

Grant: $60,700
Arden: $1,899,000

A HYSA is good tool for an emergency fund or money set aside for vacation, but a bad tool for building long-term wealth.

03/03/2026

Here is what $1M will be worth in 30 years

$552,000 at 2% inflation
$412,000 at 3% inflation
$308,000 at 4% inflation
$231,000 at 5% inflation

Expected rate of inflation per year for the next 30 years is 2.25%.

Don’t like the way that looks?

Then you need to invest.

Here are two Roth IRA calculations maxing contributions from age 25-60 and 35-60. With the extra $75,000 worth of contri...
02/25/2026

Here are two Roth IRA calculations maxing contributions from age 25-60 and 35-60.

With the extra $75,000 worth of contributions by starting at age 25, you have accumulated over $1 million more tax-free dollars for your 60 year old self.

Timing in the market is one of the most powerful wealth builders.

02/17/2026

I huge part of my job is helping people understand different CD alternatives.

Are mutual funds a good alternative to CDs?

Well…certificates of deposit offer safety and guaranteed interest, but they often provide limited growth. Mutual funds, while not guaranteed, can offer higher long-term growth potential and help keep pace with inflation.

Mutual funds also provide diversification, professional management, and more flexibility than many traditional CDs. MFs can deliver significantly higher returns, especially in the long term, proving great suitability for a younger investor.

Of course, the right choice depends on your goals, time horizon, and risk tolerance. In many cases, a combination of both can be effective.

If you’d like to see how mutual funds compare to your current savings strategy, or would like to learn about more alternatives, feel free to message me.

As 6th graders in middle school, Ryker, Damon, and I won the regional stock market game, competing with other teams and ...
02/04/2026

As 6th graders in middle school, Ryker, Damon, and I won the regional stock market game, competing with other teams and schools in the area.

As you can suspect, we did not know anything about the stock market. All we knew was we wanted to invest in the companies that we liked, a strategy that a lot of people use. We invested in a handful of companies, some being Walmart, Nike, Abercrombie, Microsoft, and a few others I can’t remember.

We ended up turning $100,000 into $123,595 for a 23.5% return over 18 weeks by investing in what we knew. This shows that it is beneficial to not only participate in the market, but to invest in what you believe in.

We ended up being invited to a winners’ conference in Atlanta, which is where I help people invest in the stock market today.

02/03/2026

What’s a Mutual Fund?

A mutual fund is like a basket of investments, stocks, bonds, or both. All managed by a stock picking professionals in New York. Instead of picking individual stocks, you invest in the fund and spread your risk across many assets.

Benefits:
• Diversification
• Professional management
• Accessible for beginners

Investing in mutual funds is a smart way to grow your money over time, without the stress of wondering if you’re investing in the right stocks. I help people find the right mutual funds based on their risk tolerance.

01/28/2026

As of this morning, the S&P 500 has crossed $7000 for the first time ever.

In 2025 alone, the S&P 500 hit 39 all time highs. All time highs are not rare, but a feature of long-term investing.

The real risk isn’t “buying at the top.” It’s sitting on the sidelines waiting for the perfect moment that never comes.

Time in the market > Timing the market

01/20/2026

Here is my Roth IRA calculator results based on the given information and rate of return:

Current age: 24
Starting balance: $0
Annual contribution: $7,500
Assumed annual rate of return: 8%
Retirement age: 65
Balance at retirement: $2,274,326

As you can see this is a powerful tool and I would withdraw this amount completely tax-free. Pretty cool stuff

01/12/2026

Here’s why so many people are rolling over their old 401ks right now, and why you should consider it

When you leave a job, most people think their retirement money is fine just sitting there.
But what they don’t see are the hidden problems:

- Higher fees
- Limited investment choices
- No strategy
- Multiple accounts
- Outdated beneficiaries

A rollover moves that money into one account where you actually see it, control it, and have a real plan behind it. I help people do that

No taxes.
No penalties.
Just smarter management.

01/05/2026

Happy New Year!

As I head into 2026, I’ve been getting very intentional about my goals. Not just for my business, but for the people I work with.

My focus this year is very simple:
Help more families and young professionals feel confident about their money.

That means:
- Helping clients understand their retirement options (401ks, IRAs, Roth IRAs)
- Simplifying decisions that feel overwhelming or confusing

Too many people are doing “the right things” but still aren’t sure if they are on track. My goal for 2026 is to change that, one conversation at a time.

If you want clarity instead of guesswork when it comes to your financial future, I’m always happy to be a resource.

Why would someone start a Roth IRA?🤔- Your money grows tax-free and can be withdrawn tax-free in retirement- No required...
12/08/2025

Why would someone start a Roth IRA?🤔

- Your money grows tax-free and can be withdrawn tax-free in retirement

- No required minimum distributions, your money can keep growing as long as you want

- Good hedge against future tax increases

- Great tool for young earners, especially if you expect to be in a higher tax bracket in the future

It’s not right for everyone, but for many people, it’s a smart piece of a long-term plan💰💰💰

Address

6075 The Corners Pkwy
Peachtree Corners, GA
30092

Telephone

+17064663715

Website

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