Caldwell Trust Company – Building Wealth and Preserving Legacy Blog

Should You Continue Investing After Retirement?: Risks vs. Rewards

Aug 19, 2024

As individuals retire, they transition from accumulating assets to withdrawing from their investment portfolios. Investing after ...

Top Retirement Activities in Florida

Jul 8, 2024

For years, Florida has been called the retirement capital of the country, and understandably so, thanks to its beautiful weather, ...

What are the Different Types of Retirement Plans?

Jun 17, 2024

Whether you've been running your business for some months or a few years, it's always prudent to secure a comfortable future. As ...

7 Steps To Achieve Financial Security With Retirement Planning

May 20, 2024

Achieving financial security in retirement is a goal that many aspire to, yet often find challenging to attain. The process ...

How to Protect Your Finances as You Age

Apr 22, 2024

As you get older, it becomes increasingly important to safeguard your finances. After a fulfilling life, it's time to start ...

4 Financial Planning Tips for New Parents

Apr 15, 2024

As a new parent, you may feel both excited and overwhelmed. It's natural to worry about your newborn's well-being and future. ...

3 Things to Consider When Choosing a Trust Company

Mar 11, 2024

When choosing a trust company there are a number of things to consider. Is this someone that you believe will take care of your ...

What are the Benefits of Working with a Financial Advisor?

Feb 12, 2024

Managing your finances can be a complex and overwhelming task. From budgeting and saving to investing and retirement planning, it ...

6 Retirement Practices to Avoid

Jan 8, 2024

Retirement is an inevitable phase of life that everyone must prepare for. While it may seem daunting, planning for retirement is ...