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.
Six Most Overlooked Tax Deductions
Six overlooked tax deductions to help manage your tax bill.
Choosing a Business Structure
Entrepreneurs all face the same question, “Which business structure should I adopt?”
18 Years’ Worth of Days
The average retirement lasts for 18 years, with many lasting even longer. Will you fill your post-retirement days with purpose?
Each day, the Fed is behind the scenes supporting the economy and providing services to the U.S. financial system.
It's important to understand how inflation is reported and how it can affect investments.
The true cost of raising a child may be far more than you expect.
Building wealth requires protection from the forces of wealth destruction.
If you are concerned about inflation and expect short-term interest rates may increase, TIPS could be worth considering.
Gaining a better understanding of municipal bonds makes more sense than ever.
This calculator will help determine whether you should invest funds or pay down debt.
Estimate how much you have the potential to earn during your working years.
This calculator shows how inflation over the years has impacted purchasing power.
Determine if you are eligible to contribute to a traditional or Roth IRA.
This questionnaire will help determine your tolerance for investment risk.
Determine your potential long-term care needs and how long your current assets might last.
How federal estate taxes work, plus estate management documents and tactics.
Principles that can help create a portfolio designed to pursue investment goals.
A number of questions and concerns need to be addressed to help you better prepare for retirement living.
Using smart management to get more of what you want and free up assets to invest.
The importance of life insurance, how it works, and how much coverage you need.
There are some smart strategies that may help you pursue your investment objectives
Smart investors take the time to separate emotion from fact.
In good times and bad, consistently saving a percentage of your income is a sound financial practice.
Pundits say a lot of things about the markets. Let's see if you can keep up.
Here is a quick history of the Federal Reserve and an overview of what it does.
A will may be only one of the documents you need—and one factor to consider—when it comes to managing your estate
Estate conservation is too important to put off. Do you have a smart exit strategy?