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.
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.
You’ve made investments your whole life. Work with us to help make the most of them.
Safeguard Your Digital Estate
If you died, what would happen to your email archives, social profiles and online accounts?
Immediate vs. Deferred Annuities
Looking forward to retirement? It's critical to understand the difference between immediate and deferred annuities.
Read this overview to learn how financial advisors are compensated.
An increasing number have been developed to help individuals with their personal finances.
There are other ways to maximize Social Security benefits, in addition to waiting to claim them.
Tax preparation may be the perfect time to give the household budget a check-up.
Creating an inventory of your possessions can save you time, money and aggravation in the event you someday suffer losses.
The list of IRA withdrawals that may be taken without incurring a 10% early penalty has grown.
This calculator compares the financial impact of leasing versus buying an automobile.
Estimate how much income may be needed at retirement to maintain your standard of living.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate your monthly and annual income from various IRA types.
This calculator shows how inflation over the years has impacted purchasing power.
This calculator helps estimate your federal estate tax liability.
The importance of life insurance, how it works, and how much coverage you need.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
There are some smart strategies that may help you pursue your investment objectives
Principles that can help create a portfolio designed to pursue investment goals.
A presentation about managing money: using it, saving it, and even getting credit.
Learn more about taxes, tax-favored investing, and tax strategies.
Taking your Social Security benefits at the right time may help maximize your benefit.
Here is a quick history of the Federal Reserve and an overview of what it does.
When do you need a will? The answer is easy: Right Now.
Despite recent tax-law changes, many Americans are expected to pay the AMT this year.
Why are 401(k) plans, annuities, and IRAs so popular?
It’s never a bad time to speak with your financial advisor about changes in your situation.