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How an Investor Can Protect Against Fraud and Institutional Failure

Since the frauds like Madoff and Nadel and the institutional failures like Lehman Brothers and  Washington Mutual came to light; ...
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Who Will Take Care of Me When I'm Older?

As we get older, the reality is that at some point, we will all most likely need help managing our financial affairs and health ...
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Charitable Plan: You Have a Big Heart AND Substantial Assets but No Next of Kin to Leave it To

In the event that you have substantial assets and do not have a next of kin or anyone in mind to designate as a beneficiary, you ...
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Retirement: How Can I Make Sure I Don’t Outlive My Money?

Last month, Bank of America released a report regarding how Americans think about money. One of the more interesting statistics ...
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How Can I Help My Granddaughter Pay for College?

Higher education costs are at an all time high. Last year alone, 71% of students had an average student loan balance of $29,400 ...
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When Does It Make Sense to do Stock Buybacks?

As of December 31, 2013, S&P 500 companies reported more than $4 trillion in cash and short-term investments on their balance ...
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Caldwell is Honored to be Awarded 2014 Large Business of the Year

Caldwell Trust Company was recently honored by The Venice Area Chamber of Commerce as its 2014 Business of the Year at an event ...
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Caldwell Trust Company Creates Scholarships at the State College of Florida

By a unanimous vote of its board of directors, Caldwell Trust Company has established an annual scholarship program at the State ...
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Organizational Changes at Caldwell Trust Company

After successfully completing its first 20 years, Caldwell Trust Company is working towards the next 20. The company has grown ...
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