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.
Jane Bond: Scaling the Ladder
Agent Jane Bond is on the case, uncovering the mystery of bond laddering.
How does your ideal retirement differ from reality, and what can we do to better align the two?
Your Emergency Fund: How Much Is Enough?
Having an emergency fund may help alleviate the stress and worry associated with a financial crisis.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
1035 exchanges provide a way to trade-in an annuity contract or life insurance policy without triggering a tax liability.
Understanding how capital gains are taxed may help you refine your investment strategies.
This article allows those who support LGBTQ+ interests to explore the possibilities of Socially Responsible Investing.
A four-step framework for building a personal legacy.
Emotional biases can adversely impact financial decision making. Here’s a few to be mindful of.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
Enter various payment options and determine how long it may take to pay off a credit card.
This calculator compares the financial impact of leasing versus buying an automobile.
This calculator estimates the savings from paying a mortgage bi-weekly instead of monthly.
Use this calculator to assess the potential benefits of a home mortgage deduction.
This calculator may help you estimate how long funds may last given regular withdrawals.
There are some smart strategies that may help you pursue your investment objectives
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
How federal estate taxes work, plus estate management documents and tactics.
Using smart management to get more of what you want and free up assets to invest.
Principles that can help create a portfolio designed to pursue investment goals.
The importance of life insurance, how it works, and how much coverage you need.
Agent Jane Bond is on the case, discovering how bonds diversify a portfolio.
$1 million in a diversified portfolio could help finance part of your retirement.
Here’s a crash course on saving for college.
Lifestyle inflation can be the enemy of wealth building. What could happen if you invested instead of buying more stuff?
Estate conservation is too important to put off. Do you have a smart exit strategy?
There are hundreds of ETFs available. Should you invest in them?