CARITAS FINANCIAL: Strength and Virtue
Caritas (Care-uh-tahz) is Latin for charity, kindness, and compassion for others
At Caritas Financial, we do more than invest your money.
While other firms may just invest your money, our team focuses on creating strategies that seek to provide the income you need to achieve the life you want in retirement. We create a personalized plan based on your needs because we know that one’s real wealth is not solely defined by their balance sheet.
With many years of experience, our team is familiar with the issues you face. Our process starts with listening to you and learning what is important. This is the foundation of Caritas’ understanding and relationship with you — taking time to discover your life's purpose, values, perspectives, and expectations.
“Dirty Dozen” Tax Scams to Watch For
Every year the IRS releases its list of tax scams, spotlighting some ways that people try to separate you from your money.
A Home Insurance Claim: To File Or Not To File
Learn when it may not make sense to file a claim on your home insurance.
Budget Check Up: Tax Time Is the Right Time
Tax preparation may be the perfect time to give the household budget a check-up.
Here’s a guide to explain all the parts of Medicare.
Federal estate taxes have long since been a lucrative source of funding for the federal government.
Monthly Social Security payments differ substantially depending on when you start receiving benefits.
Read this overview to learn how financial advisors are compensated.
Simple steps may help you foil hackers and protect your privacy.
Try these activities to keep your brain sharp.
This calculator will help determine whether you should invest funds or pay down debt.
Use this calculator to compare the future value of investments with different tax consequences.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
This calculator demonstrates the power of compound interest.
Enter various payment options and determine how long it may take to pay off a credit card.
There are some smart strategies that may help you pursue your investment objectives
The chances of needing long-term care, its cost, and strategies for covering that cost.
Using smart management to get more of what you want and free up assets to invest.
There are some key concepts to understand when investing for retirement
A presentation about managing money: using it, saving it, and even getting credit.
The importance of life insurance, how it works, and how much coverage you need.
A visit to the hospital can be painful, for both your body and your wallet. Don’t let it be more painful than it has to be.
Do you have causes that you want to support with donations? Here are three tips.
The average retirement lasts for 18 years. Are you prepared to fill that many days?
When should you take your Social Security benefit?
Here is a quick history of the Federal Reserve and an overview of what it does.
Why are 401(k) plans, annuities, and IRAs so popular?