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.
Tax Deductions You Won't Believe
Here are some examples of deductions from the IRS that were permitted and some that were, uh, too creative.
When to Self-Insure
Choosing to bear the financial burden of an adverse event is called self-insuring. Do you know what that entails?
Can Election Results Predict the Market?
How do the markets usually react to elections? Was the 2016 election any different?
Good employee health can be great for the company’s bottom line.
Some people wonder if Social Security will remain financially sound enough to pay the benefits they are owed.
International funds invest in non-U.S. markets, while global funds may invest in U.S. stocks alongside non-U.S. stocks.
Understanding the types of long-term-care services—and what those services could cost—may be critical.
Diversification is an investment principle designed to manage risk, but it can't prevent against a loss.
Understanding the economy's cycles can help put current business conditions in better perspective.
This calculator can help determine whether it makes sense to refinance your mortgage.
Assess how many days you'll work to pay your federal tax liability.
Use this calculator to compare the future value of investments with different tax consequences.
This questionnaire will help determine your tolerance for investment risk.
This calculator compares a hypothetical fixed annuity with an account where the interest is taxed each year.
With a few simple inputs you can estimate how much of a mortgage you may be able to obtain.
The importance of life insurance, how it works, and how much coverage you need.
Learn more about taxes, tax-favored investing, and tax strategies.
Investment tools and strategies that can enable you to pursue your retirement goals.
Using smart management to get more of what you want and free up assets to invest.
The chances of needing long-term care, its cost, and strategies for covering that cost.
There are some smart strategies that may help you pursue your investment objectives
Around the country, attitudes about retirement are shifting.
Why are 401(k) plans, annuities, and IRAs so popular?
How does your ideal retirement differ from reality, and what can we do to better align the two?
A growing number of Americans are pushing back the age at which they plan to retire. Or deciding not to retire at all.
$1 million in a diversified portfolio could help finance part of your retirement.
Learn how to harness the power of compound interest for your investments.