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The Caldwell Trust Company Blog

Year-End Round Up: Our Top Must-Read Posts of 2018

Posted by Kelly Caldwell

As we wrap up 2018, we can’t help but to reflect on the myriad of content we’ve shared throughout the year to help you achieve financial security. We’ve covered everything from estate planning and investing to retirement planning and even protecting your digital assets. With every resource that we create, our goal is that you receive the information, advice and resources you need to make better financial decisions for your future.

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Topics: Trusts & Estate Planning, Healthcare, Investments, Retirement Plan Services

Providing Christmas

Posted by Caldwell Trust

SRQOur Sarasota team coordinated a wonderful giving project for a sweet local family in need...

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Topics: Caldwell Cares

What’s the Value of Working with a Fiduciary Investment Advisor?

Posted by Marci Sweat

Building a nest egg for your retirement years is important, and one of the best ways to do that is by making wise investments. When doing so, however, it’s important to partner with someone you can trust to help you make the right decisions. While you may expect all financial advisors to have your best interest in mind, there is only one type that is legally responsible to do so. They are called fiduciary investment advisors.

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Topics: Investments

Sheryl Vieira of Caldwell Trust Company is honored as a finalist for national PR People ‘Marketer of the Year’ Award

Posted by Caldwell Trust

VENICE, FL: Caldwell Trust Company’s vice president of marketing and public relations has been named a 2018 Finalist for the national PR People ‘Marketer of the Year’ award by PR News. A seven-year veteran of the trust company, Sheryl Vieira was one of only five finalists nationwide who has been short-listed in this classification. PR News highlighted the top talent and their achievements at the PR People Awards Luncheon December 4 at the historic National Press Club in Washington, DC.  

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Topics: In the News

Retirement Planning Options for Your Business: The Difference Between Cash Balance and 401(k) Plans

Posted by Tony Blasini, CPC, QPA

Today’s business owners are tasked with a significant challenge: Attracting (and retaining) the best talent while simultaneously supporting their own bottom line. One strategy for achieving both of these goals? Choosing the best retirement plan. If you’re in the process of deciding whether a cash balance or 401(k) plan is more suitable for your employees and your business, here’s what you need to know.

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Topics: Retirement Plan Services

How To Turn Your Estate Plan Into A Legacy Plan

Posted by Sandy Pepper

Planning for your financial future can seem like a complicated process - especially when you factor in the many different terms that come up in the conversation. Two particular terms that people may use interchangeably? Estate planning and legacy planning. However, they’re not the same thing.

Here’s a closer look at the difference between estate planning and legacy planning, along with reasons why incorporating the latter into your financial planning process is the best way to comprehensively define the legacy you’ll have after your death.

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Topics: Trusts & Estate Planning

Is a Cash Balance Plan Right for My Business?

Posted by Tony Blasini, CPC, QPA

If you are a business owner, you need to make important decisions about employee benefits that will help you attract and retain employees. Just as important, those benefits also need to make sense for your company. One type of employee benefit that may be ideal for employers is a cash balance retirement plan.

To determine whether your organization is a good candidate for sponsoring this type of plan, it can be helpful to explore it’s features, pros and cons.

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Topics: Retirement Plan Services

Digital Wealth: How to Protect Your Online Business in the Long Run

Posted by Scott Antritt

If you’re like most online business owners, you’ve likely invested a lot of time, resources and energy into your online business. But have you ever stopped to wonder what will happen to your business if you die? While running an online business may differ from running a brick-and-mortar operation in many ways, there’s at least one critical commonality: owners need a plan in place to protect both the business and their loved ones in the event of their own death. Enter digital estate planning.

Here’s a closer look at what all online business owners should know about safeguarding their business with a digital estate plan.

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Topics: Digital Assets, Trusts & Estate Planning

How to Calculate the True Cost of College

Posted by Caldwell Trust

If you’ve started preparing for your kids to attend college, you’ll quickly find the costs are no laughing matter. The costs of college fluctuates year by year, with expenses consistently rising. According to The College Board, the average price of tuition and fees have gone up more than $7,000 over the past 10 years at four-year private colleges and universities. That figure has outpaced inflation by more than 3 percentage points. In fact, the cost in 2018-2019 is about $9,716 for an in-state public college, and about $35,676 for private colleges.

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Topics: Investments

Caldwell Trust Company Marks 25 Years of Service, Quietly Delivering Strong Results, Stability, and Peace of Mind

Posted by Sheryl Vieira

We live in unquiet times, distracted by a 24/7 news cycle of “breaking news,” manipulative phone calls from solicitors and scammers, slick sales pitches in our mailboxes, and so much else. At times we may feel that the sand is shifting beneath our feet. In truth, very little of the noise brings any benefit, despite the attention it demands.

At Caldwell Trust Company we’re delighted to be different. For the past twenty-five years we’ve provided our clients with a reliable antidote to the confusion. After learning your personal needs and wishes we carry them out quietly and unobtrusively. We put you on solid ground, bringing you the benefits without the bother. Our superb staff replaces those troublesome intrusions with peace of mind.

Our record of successfully serving our clients is the reason we’ve survived, thrived, and continued to grow for a quarter of a century. We’ve expanded through a controlled, carefully planned strategy that will carry us into the next twenty-five years. As we grow, our challenge is to remain true to our family-focused culture.

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Topics: In the News, Corporate

 


 

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