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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.

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Helpful Content

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Choosing a Business Structure

Entrepreneurs all face the same question, “Which business structure should I adopt?”

18 Years’ Worth of Days

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?

When to Self-Insure

When to Self-Insure

Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?

 

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Six Most Overlooked Tax Deductions

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Some people may want a more advanced gifting strategy that can maximize their gift and generate potential tax benefits.

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Insurance Needs Assessment: Married With Children

When you’re married and have children, insurance needs will be different.

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Can I Refinance My Mortgage?

This calculator can help determine whether it makes sense to refinance your mortgage.

What Is My Life Expectancy?

Estimate how many years you may need retirement assets or how long to provide income to a surviving spouse or children.

Historical Inflation

This calculator shows how inflation over the years has impacted purchasing power.

A Look at Systematic Withdrawals

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Saving for College

This calculator can help you estimate how much you should be saving for college.

Home Mortgage Deduction

Use this calculator to assess the potential benefits of a home mortgage deduction.

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Protecting Those Who Matter Most

The importance of life insurance, how it works, and how much coverage you need.

An Inside Look at Retirement Living

A number of questions and concerns need to be addressed to help you better prepare for retirement living.

Principles of Preserving Wealth

How federal estate taxes work, plus estate management documents and tactics.

Managing Your Lifestyle

Using smart management to get more of what you want and free up assets to invest.

5 Smart Investing Principles

Principles that can help create a portfolio designed to pursue investment goals.

5 Smart Investing Strategies

There are some smart strategies that may help you pursue your investment objectives

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Safeguard Your Digital Estate

If you died, what would happen to your email archives, social profiles and online accounts?

Events on Wall Street

Can successful investors predict changes in the markets? Some can but others miss the market’s signals.

Rightsizing for Retirement

What does your home really cost?

Inflation and Your Portfolio

Even low inflation rates can pose a threat to investment returns.

Saving for College 101

Here’s a crash course on saving for college.

Charitable Giving: Smart from the Heart

Do you have causes that you want to support with donations? Here are three tips.

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