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Top Five Steps to Protect Your Assets During An Economic Downturn

Today’s economy has rebounded solidly from the Great Recession of 2008-2009, although growth has returned at a slower pace than ...
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Five Tips to Keep Your Financial Assets Safe from Inheritance Tax

You’ve worked hard your entire life, and now you want to be sure that your family will be taken care of after you’re gone. You’ve ...
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Keep It or Shred It: How Long to Keep Income Tax Returns Around

You know you’re supposed to keep your tax records after you submit them, but when is it time to finally shred them? If you’re ...
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Trusts & The Benefits: How to Make Sure Your Children Don’t Treat Their Inheritance Like They Won the Lottery

Inheriting a large sum of money at an early age without any adult financial supervision can lead to the money being misspent very ...
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Giving from the Heart and Receiving Thanks

’Tis the time of year for our team at Caldwell Trust Company to review our sponsorship opportunities for the upcoming season. ...
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Returning the US to Robust Economic Growth

In a pre-interview before the Matson Money Investor Symposium, Art Laffer, long-time adviser and friend of Caldwell Trust ...
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Lee Thacker Jr. is named senior executive vice president

H. Lee Thacker Jr., has been named Senior Executive Vice President of Caldwell Trust Company. Thacker has been with the Trust ...
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