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The Caldwell Trust Company Blog

How to Protect Your Retirement from Major Illness

Posted by Caldwell Trust

When you think of retirement and how you need to save for it, you’re probably thinking of the usual things like where you’d want to live, the places you’d like to travel, whether you’ll continue working in some capacity, and living out the golden years enjoying your life.

But one critical component to retirement planning is making sure you’re protected in the event of a major illness. Here are four ways you can go about protecting yourself if such an event occurs: 

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Topics: Retirement Plan Services

How Often to Update Your Personal Financial Organizer

Posted by Caldwell Trust

Creating a personal financial organizer takes time and attention to detail. Don’t let the effort go to waste by letting it become outdated. Regularly updating your organizer will ensure that your loved ones will be able to carry out your last wishes and responsibilities with the least amount of confusion. When, and how often, should you update this important document?

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Topics: Trusts & Estate Planning

Tips for High Income Earners to Lower Their Taxes in 2015

Posted by Jan Miller

As a high income earner, you have worked hard for every penny of your assets. However, come tax time, you may be struggling to hold on to what is rightfully yours. By implementing some creative tips and tricks, your money can stay in your pocket with a thorough tax and investment analysis.

Here are several tips to ensure that your money, regardless of your high income status, stays your money.

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Topics: Investments

There's No Place Like Home: Your Financial Planning is Key

Posted by Sonya Kristie

The idea of wanting to remain in your home for the duration of your life, surrounded by the familiar that evokes wonderful memories, is an important consideration. You’re not alone in your wish to live independently as the AARP reports that the majority of people over 50 years of age share your point of view. In order for your desire to become a reality however, several factors need to be properly addressed.

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Topics: Trusts & Estate Planning

Christopher N. Gray Serves As a Director Because ‘Caldwell Cares.’

Posted by Sheryl Vieira

Christopher N. Gray has served more than four years as a member of Caldwell’s board of directors and says he has enjoyed every moment of it. That’s been his style throughout his life, finding the joy in whatever he does—and what he has done has been colorful.

Calling Chris “versatile” would be an understatement. A hitch as an Army sergeant in Vietnam interrupted his schooling at Valencia Community College. Nevertheless, this preacher’s son worked his way to his degree, first as a liquor truck driver for two years and then, after the Army, as a banker. The young teller advanced to assistant vice president. He also became intrigued by Paula, another banker. They married in 1978.

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Topics: Corporate

Caldwell Trust Promotes Sheryl Vieira to Assistant Vice President of Marketing

Posted by Sheryl Vieira

Caldwell Trust Company has promoted Sheryl Vieira to assistant vice president of marketing, according to R. G. “Kelly” Caldwell Jr., CEO and president. In that capacity she is responsible for the company’s strategic marketing and business development, enhancing and expanding programs and developing new initiatives.

Sheryl joined Caldwell as marketing manager in 2011, when assets under management were $425 million; they now exceed $800 million. She contributed to that growth by providing measurable programs leveraging industry-leading quantitative and qualitative marketing research and data analysis. She also initiated an inbound marketing program including a blog platform. In addition, she has led the business development of a customized CRM (Customer Relations Managment) system, redesigned the company website, headed a successful 20th anniversary campaign and launched a social media program.

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Topics: Corporate

Caldwell Trust Company wishes you a Happy New Year! Please Enjoy our Year-in-Review Video!!

Posted by Sheryl Vieira

 
We're so appreciative and thankful for our clients, caring staff and talented directors. We hope you have wonderful New Year and enjoy our year-in-review video!
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Topics: Corporate

 


 

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